I’m in shock. Stunned.

J____, our legacy planner, called this morning. And, boy! He let me have it. Right between the eyes. And he wasn’t about to back off an inch from his perspective or position: He is right. Sarita and I are wrong. We have (I have) no business questioning him. Certainly not in front of others (the way I did in my “Building or Destroying Trust” letter last week, in which I copied our CPA and attorney, our company’s general manager, Sarita, and our four kids).

I guess I should note something I haven’t made clear before. J____ is a devoutly Christian man. Very concerned (as I am) about conducting his affairs uprightly, according to Scripture. Problems can arise, of course, when two devout people bump into one another as a result of differing perspectives on what a certain Scripture may mean.

For J____, the fact that I copied my email, last week, to others: that means I am wholly in the wrong. “You talk about building or destroying trust, John! You have completely destroyed my trust in you. . . . I am of a good mind,” he said to me this morning . . . –”I am of a good mind to terminate our relationship.” Read the rest of this entry »

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I am “just” astonished. And appalled. And deeply distressed.

As I went to create this post, I noticed I have a post category called “family relationships.” I don’t have one called “advisor relationships.” But I’m thinking maybe I ought to create one!

The revelation, yesterday, has completely consumed me.

I spent most of yesterday afternoon, and several more hours this morning, drafting a letter to J____, our legacy planner. Read the rest of this entry »

L____’s revelations yesterday have “just” consumed me. And made me realize I want to stop C____ from proceeding with her research . . . at least until I get some other questions answered first.

So I wrote to her: Read the rest of this entry »