Tony Breda, Senior Living Consultant, talks about listening to a disheartened daughter and finding her dependent father an assisted living home that improved his cognitive health.
John Bennett, Financial Advisor, shares how a client had three severance package options he needed help deciding on when his company was bought out.
Sarah Reeder, Art & Antique Appraiser, shares how her work becomes a family project as she helps tell the stories of family belongings, therefore creating a bonding experience for them.
Heidi Garvis, certified Care Manager, discusses a family receiving help with a parent who needed memory care.
Roxanne Southern, Real Estate Broker, tells a story of how a referral to another PSL member helped the client sleep better at night.
Maria White, Professional Organizer, reveals that there are solutions to handling a loved one's belongings after they have passed, even from across the country.
Angela McConnell, President of NOVA Vets, shares the heartwarming story of how the community came together to take care of a veteran's dog while he dealt with health issues.
Pam Reynolds, Estate Planner, shares how one client had just enough work completely on their legal documents when an unexpected emergency happened.
Alonso Zamora, Moving Specialist, shares the value of a special relationship that goes beyond helping a client.
Steve Gouterman, Estate Appraiser, shares two client stories about the surprising value of a family diamond and a rare find in a collection of pennies.
Mark Avallone, financial advisor, talks about guiding a grieving widowed client through finances.
Lori Krause, Associate Broker, shares the story of helping a client sell her house and move to a new location in time to celebrate with friends for Thanksgiving. Having the right team makes the process fast and easy.
Lisa McFarren Polgar, a Medicare Specialist, shares how she helped a client figure out her Medicare benefits even while the client was living in California with her family during COVID.
Sherlene Bradbury, a Master Jewelry Appraiser, explains how she helped a client discover the surprising value of her jewelry collection. Knowing the value may help avoid problems with the estate later.
Paul Nasto, Co-owner and Director of a home healthcare company, shares a story of how comforted and at peace a client was by having a caregiver who took such great care or her while her family couldn't be with her.
Terri Blanchette, Historian, Preservationist and Writer, tells us a great story of how she helped a client preserve the history of his family. Family history is too important to let it go. Take action!
Dana Hutson, a Patient Advocate, tells a story of a client with ovarian cancer that she was able to help. Cancer is not just physically destructive it is also mentally draining.
Leah Nichaman, a Daily Money Manager, tells the story of a client and her check book. Having trusted professionals managing your financial obligations will pay dividends many times over.
David Knasel, Estate Attorney, shares a story of how he helped a client make plans to care for her disabled son in the event she could no longer do so. Planning ahead gives clients peace of mind.