Financial Concierge Blog - A Man With Mobility Issues
Client Stories | Daily Money Management | Document Organization | Power of Attorney | Wills & Estates

A Client Story – Elderly Man with Mobility Issues

“Henry” is fortunate to have 4 adult children in his life. His wife pre-deceased him 2 years ago. One daughter lives out of province. In order to be equitable, Henry has listed Mary and Terry as joint Agents for his Personal Directive; Terry and Perry a joint Powers of Attorney; and Perry and Mary as joint Executors. Sounds good? Not really. None of the four siblings get along particularly well each having a variety of challenges in their personal lives from physical, to emotional, to financial. As a result, nothing is attended to in a timely manner.

Henry lives on his own with 24 hour in-home care related to mobility challenges. Assistance is required in organizing all aspects of his life from healthcare to personal care to finances.

We have stepped in to assist with everything so that the family can focus on their own challenges and just enjoy spending social time with Henry.

“Financial Concierge has been a god send for us! We were drowning and chasing our tails before you stepped in to help!”

Need some help?

Do you need help with your finances or other day-to-day challenges?

Similar Posts