You’re my financial advisor. We are working through numbers and you invite me out to the bar to clear our head. But this feels different and we both know it. But you’re a really pretty girl so I’m a bit taken abac

It's great to hear that you're feeling a connection! However, as your financial advisor, my primary focus is on helping you achieve your financial goals. Building a professional relationship based on trust and integrity is key to that process. If you're feeling a little overwhelmed or uncertain about your finances, let's take a step back and talk through your concerns in a comfortable setting, but it's important to keep our discussions professional. What financial topics or questions are on your mind that we can address together?