Case Study | Glass Family

Family Seeks Wealth Management Assistance from SD Mayer During Unexpected Illness

When the husband and finance planner of a family suddenly fell ill, SD Mayer provided the financial management necessary until he could recover.

The Challenge

Using expertise with family advising and aid, SD Mayer stepped in to help a family as the husband unexpectedly fell ill and could no longer maintain the family finances as he had previously done. SD Mayer took care of the financial work until he recovered. The family was facing rising expenses due to medical bills, and the systems they were using to keep track of these bills were overly complicated and outdated. Furthermore, SD Mayer was asked to help answer questions about who had control of the accounts, as the contact information changed frequently.

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“The team at SD Mayer helped to take us from early startup mode, running accounting with Excel and lump-sum journal entries, to proper audit-ready accounting practices. Highly recommended for a bootstrapping startup that needs to up their game. Great team to work with! Friendly, responsive and accurate. Just what you need.”

– Kevin Christy, COO, Lightsource

How SD Mayer Helped

SD Mayer quickly updated the family’s bookkeeping systems and streamlined the way they maintained their money. We worked to keep their personal information current and accurate during this time and sorted out many small details or discrepancies that had caused financial confusion.

The Results

Our “We Care” approach established a strong relationship with both the husband and wife, which was critical during their difficult and stressful time. The family has since not over-drafted its account, and all of their finances are still in line due to our training and advising. Our success of this story stems not only from the financial troubleshooting we worked through, but also the personal relationship our team has with the family—we even text! We advise people to be prepared for financial uncertainty but understand that a proactive approach may not be realistic for each individual situation. SD Mayer works to creatively and collaboratively find solutions to financial troubles and can advise you on future decisions as well.