Cheri Butcher
Cheri Butcher
decisions documents help money process quite relationship remaining signed updating
Quite often one person in the relationship has been predominantly the money manager. When he or she dies, the process can be overwhelming to the remaining spouse. We help them go through their assets, show them where things are located and how they are signed and then help with updating documents and making money decisions for the future.
added consider people realize surprised themselves value
Most people don't consider themselves as having many assets. They are often surprised to realize the value of all that they have when it is added up.
confident work
You need to feel comfortable and confident in the person you are work with. There has to be a connection.
bank customers debt department investment loan might necessary obligation plan refer services
As a bank we have a fiduciary obligation to our customers and their money. The services necessary for an individual's investment plan might not all come out of the same department. We might refer them to our loan department for debt consolidation for example.
community enables program support
The support of the community enables us to put on a program like this.