Mortality’s Inescapable Stare

Mortality’s Inescapable Stare

by | May 14, 2023 | Blog, Featured

A few years back, in one of those “out of the blue” moments, a call showed up on my phone from a senior client. Unexpected. On the weekend. Concerning. They both were both clients and decades-long friends. “We had to put John in the hospital yesterday and I wanted you...
Your Cadence of Care

Your Cadence of Care

by | May 8, 2023 | Tim's YouTube Channel

Introducing a client-care practice culture starts with one gesture, one conversation, and one thoughtful question at a time. Click here to discover these essential tips for developing stronger client...
Nurturing Client Confidence

Nurturing Client Confidence

by | May 1, 2023 | Blog, Featured

It’s more common now than perhaps ever before. We take a call from a client whose world seems to be turning upside down. The economy is adversely affecting their profession, a family situation comes out of nowhere, or they are second-guessing a major business decision...
Siblings and Their Aging Parents

Siblings and Their Aging Parents

by | Apr 16, 2023 | Blog, Featured

I remember the conversation well. “Michelle’s sister is responsible for her mother’s financial affairs,” her husband Bob reported. I quickly saw a furrowed brow on the wife and an edge to her husband’s normally smooth voice. Bob added, “I know she has ‘borrowed’...