A Client Story – Document Organization & Estate Administration

A Client Story – Document Organization & Estate Administration

A Client Story

John and Mary were married 65 years. They had three children. Mary looked after the paperwork and bill payments all through their married lives. Mary became ill and was in hospital for approximately three months before passing away. John was exhausted from the experience and thankful he had children who offered to help him with funeral arrangements. He had an idea of what Mary wanted and she had written down instructions….somewhere. Having downsized to move into a retirement village, so many papers had been chucked.

John needed help with getting their files, paperwork and bill payment information together in one place. He also needed assistance in finalizing Mary’s estate as Executor. He received assistance from a consultant with Financial Concierge Inc. in completing the Family Playbook™ and now has all of his important documentation and information in one place. The Financial Concierge™ also came alongside John to complete the administration of Mary’s estate and assisted him with arranging to have some of his bill payments done by automatic payment so he would not have to remember to pay these bills monthly or make the mistake of paying the same bill multiple times.

John now feels more confident about his financial independence and being able to age in place.

Contact us. We can help!

Please call us to chat if you have concerns about client, family member or friend. We are always glad to grab a quick coffee with you. 1 888 483 2176

Posted by Jill Chambers in Estate Administration, Money Management, Newsletter
A Client Story – Retired Businessman Hires Financial Concierge

A Client Story – Retired Businessman Hires Financial Concierge

John, a lifelong businessman, exclusively handled the family finances. Dealing with congestive heart failure, shortness of breath, signs of dementia, chronic pain and depression, the formerly astute businessman, was simply not feeling well and neglecting his personal or business affairs…

Posted by Jill Chambers in Money Management, Newsletter
A Client Story – Elderly Man with Mobility Issues

A Client Story – Elderly Man with Mobility Issues

Read about one of our client success stories where an elderly man with mobility issues hired Financial Concierge to take the pressure off his children. Now his children can just enjoy the time they get to spend with their dad.

Posted by Jill Chambers in Money Management, Newsletter, Seniors Health and Wellness
AB Gov’t Coverage for Seniors Update & A Client Story

AB Gov’t Coverage for Seniors Update & A Client Story

In this article, we highlight a change in the eligibility criteria for Coverage for Seniors by the Government of Alberta. Also, we share a story about financial mistreatment of our elders and how we can help with money management services.

Posted by Jill Chambers in Financial Abuse, Newsletter, Seniors Health and Wellness
Nov 11th – A Day for Reflection, Connection and Appreciation

Nov 11th – A Day for Reflection, Connection and Appreciation

Remembrance Day is important to the Financial Concierge™ team, our clients and their families.  Many clients have lived through World War II and have family stories of sacrifice and loss. At this time, we are all going through many challenges due to COVID-19.  The current situation is throwing us into extended isolation. Let’s take a moment to reach out to our friends and family on November 11th.  We need to stay connected as human beings.

Posted by Jill Chambers in Newsletter
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