Putting her fears to rest was key to gaining emotional stability and getting her and her children’s lives back on track.
At times, our job is crisis management. That’s how it was for one client who lost her husband to a fast-progressing form of cancer. She had two young children to support, including one with special needs. Putting her fears to rest was key to gaining emotional stability and getting her and her children’s lives back on track. We advised her that she had adequate resources to delay returning to the workforce for a period to allow time for the family to heal and bring some normalcy to their lives. We were there for her with support and advice, reassuring her that her finances could support not only a comfortable life but also a few extras like home renovations and summer vacations.
Evermay recommended an attorney who drafted a new estate plan and a special-needs trust for one of her children. We also introduced her to an accountant who could prepare her taxes at a reasonable cost. It was a deeper level of commitment not often found in wealth management. Today, the conversations are lighter, about the good things that await the family’s future.
This testimonial is provided by a current client of the firm. Cash or non-cash compensation was not provided in exchange for the testimonial. The firm helped prepare the content of the testimonial based on interviews with the client.