A Warm and Fuzzy – Part 1

happy older pair on a black background

One of the things that makes our company different is that we believe the personal touch is important.

Some Daily Money Managers like to sit at home in front of their computers sorting mail and creating reports—in their pajamas. Which is fine for them, but it’s important for us to see what’s going on with our clients: are they eating well; are they getting the proper care they need? Things you can only find out by seeing clients in person.

I used to tell people all the time, “We do so much more than sorting mail and paying bills. We get involved with our client’s life issues too!”

That’s why I love the dual meaning of our new tag line so much: Life and money matters.

Case in point: I have a client that I visit regularly and found out she hadn’t purchased new clothes for herself in years–despite having the money to do so; she wasn’t eating or drinking properly; and the assisted living facility she was in was not providing the proper care she needed–and was paying for.

These are issues you can only discover by having regular in-person visits with clients.

So I found myself clothes shopping for her; encouraging her to eat and drink for her health; and setting up physical therapy sessions to help get her stronger. I also attended doctor’s visits with her and the last visit her doctor said to me while beaming: “Your pretty smile and a healthy Ms. Smith* just makes my day!”

What a difference regular, in-person visits from a Daily Money Manager can make! And another awesome warm and fuzzy moment for me!

So here at Senior Partners, we not only improve the financial lives of seniors–their money matters, we can have a positive impact on their physical and emotional well-being also–their life matters.

*Not her real name.

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