Client Background
A couple approached us after the husband received a terminal diagnosis with a five-year prognosis. The husband, who managed their finances, wanted to ensure his wife’s financial security after his passing.
Challenge
The wife had limited experience with financial decision-making, and the couple’s children lived across the country, making ongoing family involvement challenging. The husband sought a trusted advisor to guide his wife post-mortem.
Solution
We developed a relationship with both spouses, involving the wife in all financial decisions to build her confidence. The husband gradually delegated control to us, ensuring a seamless transition. We also engaged their children to align the family with the wife’s future financial plans, maintaining her authority with our guidance.
Results
After the husband’s passing, the wife confidently managed their finances with our support, exceeding the initial prognosis period. The family remained united in supporting her decisions, and our ongoing relationship ensured her financial stability and peace of mind.
Are you planning for your family’s financial future? Contact Michael Brady for a personalized consultation to discuss how your wealth can align with purpose and possibility.