More than Money Management...

February 13, 2020
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Relationships are the Cornerstone of What We Do

Nearly 30 years ago a woman walked into my office with a shoe box full of papers and receipts and asked me to help. Her father and had just passed away and she was struggling to manage the Estate. That day I sat with her and we started going through the shoe box. It took some time and several meetings, but eventually, we were able to get through it all.

From that day forward, we did everything we could to make sure that her Estate was much more organized and properly planned for than her father’s had been. Over the years I got to know her quite well. She and her son attended many of our client events and I was always happy to see her smiling face. As I got to know her and her family, I learned a lot about the things that made her happiest and the powerful ways that she cared for and impacted others in the community.

One day she came to me with an idea; she wanted to write a book to honor her father’s legacy. She did not have any financial backers, so I helped her find a way to use funds from her investments to pay for the book. I still remember the look of pride on her face when she showed me the finished product. It is a beautiful book and a real tribute to her father. One of the best client events we ever held was a release party for the book. We had over 100 people in attendance. She was beaming for weeks after that event!

Recently, I attended her funeral which was bittersweet for me. I will miss the lovely lady who lit up my office and my life for so many years. I will miss her smile and her laugh, however, her legacy will continue on through her son. I have been able to help him through many of the complicated financial tasks related to settling an Estate. He doesn’t have a shoe box, he has a trusted team of advisors, planners, and staff who loved his mom and want to help him through this transition and make things as simple as possible.

On days like today, I am reminded that for us, it’s never really been about the money, it’s about the people. I am glad that I get to spend my days helping people.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

Photo by Ryan Crotty on Unsplash