Isabelle* (not her real name) came to us after experiencing the worst day of her life. She was suddenly widowed and left to provide for her minor children. Daphne met with her and immediately understood Isabelle's situation. We helped her select an estate attorney and walked her through the probate process. Isabelle received a lot of important documents concerning her husband's assets. We sorted through them all and helped her consolidate her husband's benefits. We helped organized her bills and prepare a monthly budget.
Isabelle was overwhelmed with emotions and fears. We patiently listened to her and took the time to understand her short term and longer term needs. We then developed a strategy that provided the income stream she needed to support her family. We also have a longer term strategy in place to provide for Isabelle's retirement needs.
We were able to connect with her and understand the emotions she experienced. She has thanked us so much for taking care of her and understanding what she’s going through. It has been very rewarding for our team to work with Isabelle and see her progress along her journey.
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