When the wellbeing of your financial management is at stake, how do you navigate THESE tricky waters?
I recently decided to consolidate our family's financial assets under one roof. I went with the first recommendation of a trusted friend. During the first two interviews (virtual meetings), I felt very comfortable with the manager and looked forward to transitioning. Shortly after starting the transition process, I started to receive a lot of emails with typos, incorrect grammar, and wording that made it difficult to understand the manager's meaning. I keep trying to shrug it off, but the more we communicate by email, the more uncomfortable I become. I don't want to hurt the manager's feelings by bringing this issue up, but ultimately, I'm thinking of withdrawing my financial assets from the manager's company due to something that seems so silly or insignificant (who hasn't made an embarrassing typo via email once or twice, right?) But then I think, "when you can't re-read your message to make sure it makes sense, I don't have much confidence that you're dotting your "i"s and crossing your "t"s when it comes to my hard-earned money!" Thoughts?