Being Alert and Aware of Scams and Fraud During Covid-19 & Anytime

2020-10-21T17:47:29+00:00

Covid-19 has brought out the best in people with neighbors helping neighbors, and essential workers being celebrated. On the other side, however, it has created new instances of fraud and scams looking to prey on elderly people specifically. There are always scammers trying to take advantage and rob people of their possessions. With new businesses [...]

Being Alert and Aware of Scams and Fraud During Covid-19 & Anytime2020-10-21T17:47:29+00:00

 4 Tips to Help Your Aging Parents Manage Their Finances

2020-06-19T21:59:57+00:00

It may become necessary at some point to help your aging parents or loved ones manage their finances. This can be daunting and stressful. After all, it is enough of a challenge to manage your own finances. The fact is that dealing with the ins and outs of paying bills, depositing checks, overseeing pensions, etc. [...]

 4 Tips to Help Your Aging Parents Manage Their Finances2020-06-19T21:59:57+00:00

Lisa Lipton

2020-10-22T21:56:17+00:00

“After spending the last 20+ years marketing various products, it’s an amazing feeling to finally put my experience to work for a company offering a service for which there’s no need to justify the benefit." Lisa grew up in Northbrook, IL, and has lived in the Chicago area for most of her life, other [...]

Lisa Lipton2020-10-22T21:56:17+00:00

5 Tips to Manage Your Finances During the Covid-19 Pandemic

2020-05-08T04:39:10+00:00

The world is in the midst of the COVID-19 pandemic, and we have all adjusted our lifestyles. Along with social distancing, e-learning, and curbside pickup, our finances must also be managed in a new way. It really is an uncertain time, and with that uncertainty comes stress and anxiety. This article will provide five tips [...]

5 Tips to Manage Your Finances During the Covid-19 Pandemic2020-05-08T04:39:10+00:00

  Inquiry / Referral

2020-03-27T17:00:23+00:00

Typically we are contacted by a family member or trusted/professional advisor, such as a wealth manager, accountant, attorney or geriatric care manager, regarding a client whom they feel can benefit from our services.  On occasion we are contacted directly by the client.

  Inquiry / Referral2020-03-27T17:00:23+00:00

  Assessment

2020-03-27T17:00:03+00:00

Once we receive the inquiry or referral a call is set up with this individual to learn more about the client’s needs and collect as much information as possible prior to setting up the in-person consultation.  Also, we want to share more information about MPB, the scope of our services and our approach. Based on [...]

  Assessment2020-03-27T17:00:03+00:00

  Action Plan

2020-03-27T16:59:12+00:00

Immediately following the consultation an Action Plan is written which documents basic client information and outlines a list of goals and priorities based on the initial assessment.  This document gets distributed to everyone involved in working with the client and serves as our roadmap which we utilize when following up regularly with both the advocate [...]

  Action Plan2020-03-27T16:59:12+00:00

  Client Advocate meetings

2020-03-27T16:58:52+00:00

These meetings are set up between the advocate and client.  The frequency is determined by the scope of the job as well as any urgent or time sensitive requirements that may need to be addressed, for example collecting tax documents, overdue bills, etc.  Always our approach is to keep the client as involved as he [...]

  Client Advocate meetings2020-03-27T16:58:52+00:00

  Consultation

2020-03-27T16:58:15+00:00

The one-hour in-person consultation is provided free of charge and usually held in the client’s residence whether it is a private home or senior living community.   They include someone from the MPB management team along with the client advocate, the client and usually the individual who inquired whether a family member or trusted advisor.  allows [...]

  Consultation2020-03-27T16:58:15+00:00

Michael Melinger

2020-05-10T18:17:23+00:00

“I’ve found it to be very fulfilling, both from the standpoint of a volunteer, and as an entrepreneur, to focus on helping individuals maintain order and independence in their lives.  It’s tremendously rewarding on a personal level to help another person, and to have a positive impact on their life.” Michael Melinger grew up [...]

Michael Melinger2020-05-10T18:17:23+00:00
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