Client Story: Changes in Health & Home

The Thompson’s were in the process of selling their home and needed some advice.  A recent health diagnosis for Ginger made it time for them to transition from the home where they raised their family to a home that would be closer to their children and accommodate their changing physical abilities.

In working with Ginger, we developed a plan to make one decision at a time, so that the process as a whole didn’t feel so overwhelming.  Angie helped them with the decisions they needed to make regarding what to keep, where to move, and what updates to make on the home to prepare it for sale. Todd offered suggestions of moving companies. Mike warmly guided her through the closing process. Our financial team offers this kind of personal touch to each and every client, no matter the issue at hand. The trust and confidence that WPC built with Ginger went far beyond her expectations. The Wealth Planning Corporation team truly treats clients like family.

What You
Should Expect

Together, we will simplify the complexities in your financial picture and collaborate to create
your unique blueprint for success..