"Bruce, Gretchen Chaldony is on line one for you."
"Thanks Linda, I'll get it from here."
"Hello Gretchen."
"Hi Bruce – got another client who needs your help – can we get together next week on Wednesday at 9 in my office – I'll fax your office all the usual information today – that sound good?" One thing I will say about Gretchen, she can make a question a command easily.
"Let me check Gretchen" I placed her on hold. I already knew it would work, and I am pretty sure she did as well. But for the sake of appearances, well. "I will have to do a little juggling, but I can make it then."
"Thanks Bruce – you are a dear. See you then." Click. She was gone.
Gretchen Chaldony was one of the most expensive and one of the best estate attorneys in town. That woman's firm really knew it's stuff, and she herself specialized in mega estate planning only. I knew this was going to be a large case, requiring a tremendous amount of work. Good thing I had hired good people. As I sat at my desk, I reflected on how my life had gotten to this point. And to think, it all started as a volunteer coach of a little girl's softball team a few years ago..............
Let me start by telling you about me. My name is Bruce Roberts. I am an overweight, out of shape ex-jock who is losing his hair. I tell you this because I want you to know I have no delusions about who I am or what I am. I am a financial planner, or at that time was trying to be. In the course of the previous 5 years, I had built up a nice little practice. I was not anywhere near the big time, nor did I have any aspirations to be. I made an OK living, had a part time receptionist/secretary/assistant, and lots of free time. So much free time in fact, when my daughter wanted to play softball, I said I would coach when no one else would.
On that fateful day, I was sitting in my office. Playing solitaire on the computer, wasting time until lunch. I did that a lot. Linda buzzed me. "Bruce, there is a woman on the line – a Susan Taylor Klingem. I checked, and we don't have a client with that name." Susan Taylor Klingem – I knew that name. Her daughter Leelee was on my softball team. At the start of the season, I had handed out my philosophy along with contact numbers. And someone was actually using it. I was amazed.
"I'll take it Linda." I put the phone back in the cradle and waited for the ring.
This woman was something else. Rich didn't describe her. Her husband Tom was one of those guys – we all know one – who just was a great guy who made a bunch on money. I wasn't exactly sure what he did at the time, but I knew it was in real estate. He came to all the practices and games, clearly doting on Leelee. I liked the man. He was very unpretenscious, just a regular guy who could make things happen in the real estate world. I had no idea how much he made things happen, as his idea of flaunting his wealth was to try to buy the kids ice cream after games. I had set up a rotating snack schedule, but he still kept telling me "a kid can't ever have too much ice cream." Well, I knew for a fact I was living proof you could. But Tom wouldn't take no for an answer, and the kids did enjoy the extra treats.
Now Susan was the exact opposite, she was wealthy and she let you know it. She was not a big woman, very slim and petite. Always made up nicely. Not much in the chest department, but not bad either. The one physical feature she has was she had one nice rear end. Very nice. Probably from all the working out – or plastic surgery. Didn't care. It was nice. And the clothes, the cars, the houses, the tan, well, you get the picture. And here I was waiting to talk to her.
I picked up the phone on the second ring. "Bruce Roberts, may I help you?"
"Bruce, Susan Taylor Klingem here. Tom and I wondered if you would by chance have some time we could schedule tomorrow – we are considering changing planners and would like to talk to you." Holy shit. The Klingems wanted an appointment – with me. This was huge – very huge.
"Well, Susan, let me see. Tomorrow is already crowded." I paused for effect.
"Bruce, I know it is short notice – please – we will take any time you have since it is such short notice." Warning bells should have sounded, but I was too blinded by my apparent good luck.
"Well Susan, I can squeeze you in at 10 tomorrow morning – will that work?" I tried to sound like this was a routine thing, as the only thing I had scheduled at 10 the next day was more solitaire. "And why don't I just stop by your home, since I will be in the area. That will save you a trip downtown as well."
"Great Bruce, Tom and I will see you then." And click, she was gone.
Either she figured she thought I knew where she lived, or I would look up the actual address. I pulled out my roster, got the address, and buzzed Linda. "Linda, I will be out of the office in the morning. I am meeting with the Klingem's – they are looking for a new planner."
"No shit?" She replied.
"No shit" I put down the receiver and smiled. This was the break I thought I wanted.
At exactly 10 I pulled up into the drive. Man, what a house. This thing was huge. I had heard it was big – but still. Susan herself answered the door – kinda surprised me – I guess I expected a butler or something. She looked great – had on a white tennis style dress "Bruce - come in. I'm sorry, I just got off the courts – didn't have time to change prior to you getting here." She just walked in towards this room. "Please have a seat here in the library." A library. Never had been in a house before that had a library – half of my clients didn't even own a book, let alone a library.
"I'm sorry to say, Tom got called away this morning, so it will just be the two of us. I hope you don't mind. Can I get you something to drink?" So Tom wasn't there, and I knew Leelee was in school. So it was just the two of us – peachy.
I always accepted when I was offered something – and replied – "Sure – and ice water would be great" I always asked for something I knew my clients would have as to not embarrass them. Susan got up went over to the built in bar, and retrieved two bottles of water from a hidden fridge.
"Will this do?" She asked as she handed one to me. We sat down at the long conference table in the room. "Tom so loves this room" Susan said. "He likes to surround himself with knowledge." Now that I could see. Tom was always asking questions, not to challenge you, but to try to learn it himself.
Susan handed me a packet. "In here, you will find the basics of where we are now. Not the specifics, mind you, but the basics. Tom has requested you review them and let us know what you think." I already thought this was going well – should have realized that this was going too well. "And Bruce, since Tom isn't here, I would like to discuss something that is on my mind concerning Leelee and playing softball."
"Certainly Susan, go right ahead."
"Well Bruce, I came to the game the other evening, and Leelee didn't play the entire game. And to make matters worse, she has informed me that she has not been named the starting pitcher yet. Now I am sure this is just an oversight, and I am sure we can settle this." Oh wow – that little robot in my head – you know – the one that runs out and yells "warning – warning – danger - danger!" almost shot right out of my brain. I needed to tread carefully, choose my words wisely.
This was the first I heard that Leelee wanted to pitch. Usually she was very happy to go wherever I said, and I was in the habit of rotating all the kids in different positions. For the most part, playing time was pretty equal. All played, all sat. The only exception was at pitcher. I had one rule – the pitcher had to be able to get the ball to the plate. In practice, Leelee had not even wanted to try.
I sipped my water, trying to buy time. Susan sat there looking at me smiling. She was leaning in, showing just enough cleavage to be respectable, yet at the same time flirty. She leaned in closer "I wouldn't even bring this up, but it is very important to Leelee and well, it is important to me then." My mouth was still too dry – I felt like a cornered animal.
"Well Susan, to be honest, when I had the kids in practice try, Leelee didn't want to. She hasn't shown an interest in this at all. So I am somewhat caught off guard by this news."
Susan looked at me and gave me a "warm" smile. "Bruce, I can completely understand." Her hand was now touching my arm. "That's why I thought it would be appropriate for you and I to discuss this privately."