Client background
Marie* came to us as a client through a referral from her financial advisor. She was feeling like she didn’t have anyone to help her manage her world, which was overwhelmingly full.
Sadly, Marie had been waking up at 2 a.m. with racing thoughts of her huge to-do list. She was also constantly running into questions about managing her properties and medical insurance—and she had no one to answer them.
Reason for seeking Atlas, powered by Origin
It wasn’t that Marie didn’t have anyone in her corner. She came to us with a team that included bankers, financial advisors, tax preparers, and property managers, but no one was her quarterback.
Our solution
Through Atlas, we became Marie’s central point of coordination for all of her financial affairs. We streamlined communication among her existing team of professionals, ensuring her financial goals were met. Most important, we served as her sounding board; answering her questions and guiding her through next steps.
We also helped Marie downsize her personal to-do list by making medical appointments, providing personal shopping services, managing her properties, and taking care of insurance claims. We even helped Marie’s daughter move overseas by taking care of her travel arrangements and shipping her belongings to her new place.
Client result
Together with Marie, we forged a partnership built on trust, expertise, and a shared vision for a secure and prosperous financial future. She was finally able to let go of the tasks that had caused her stress and find freedom from her to-do list. Knowing she had a dedicated team focused solely on her financial and personal success behind her, she was finally able to get some peace of mind and rest.
*Name changed to protect privacy
To find out how we could support your world, contact us today.