Roger lived alone, except for his cats. He amassed a tremendous network of friends and he was always the life of the party. His alma mater was a local university, to whom he would bequeath the financial assets he accumulated over his life. We:
Helped Roger with the planning
Managed the assets prudently
Made sure the annual donations were in alignment with his goals
Coordinated communications between the attorneys, the bankers and the university foundation
Spent many hours together at football games, lunches and more
“Learning about our own higher purpose is a life-long pursuit,” said Roger. Our community is better off because of his philanthropy.
Helen worked for 35 years for the same company. In all those years, her husband took care of the financials. She had raised three healthy children into adults. Helen built incredible friendships over the years. Shortly after they retired, her husband suddenly passed away. Helen was thrust into managing all aspects of a complicated financial life. She felt at times overwhelmed and guilty; guilty because she had more money than she thought she could spend. She wanted to help the kids and grandkids, but was worried about fairness. Some of them had low incomes and could use more. Others were more wealthy than she was, and didn’t need as much. She had worries about taxes, which just seemed to eat up a lot of her retirement nest egg. And she had her church to worry about. How could she make a meaningful gift and not put at risk her friends, all of whom were of more modest means? We:
Listened to Helen in our discovery meetings
Addressed the tax situation
Helped focus on one problem at a time
Respected the complexity and inter-relations of all Helen’s financial decisions
Continue to communicate often about all aspects of her life
Helen found peace and joy with her newfound independence, and wealth. She didn’t lose herself in the details nor drown in the complexities. Instead, she is able to focus on the big picture and plan for meaningful experiences with her family. Although she misses her late husband, she has a full life and is always busy!
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