Personal Planning Client - Beverly Carter Notary Public
MENU Return to Home Page

Articles

Personal Planning Client

Posted on July 21, 2017

Hi Bev

Mom is still holding on and very tired.  She can hardly keep her eyes open.  It’s so sad, but she still has a sense of humour and the hospital staff are providing amazing care for her.

Just wanted to thank you for the advice about making an appointment with the bank.  When we arrived, there was some misunderstanding at first about what we wanted, but when I asked if we could review my list of needs and whether we could get to those today, everything happened as we had hoped.  Even though I had explained in great detail to the receptionist what we wanted to discuss, the person we met with didn’t have the expertise to help us.  Lucky for us, an expert was available and an hour and a half later, all was taken care of.

Thanks again!