Times can be tough, and we get it…

Life transitions, whether personal or professional, can cause confusion and stress. MPB can help you get through these trying times and gain security and peace of mind. These transitions include aging, death of a spouse, divorce, demanding careers, job relocation, downsizing a home, moving into assisted living, changes in cognitive abilities, or the desire to have less involvement in the paperwork and other responsibilities that come with running a home. Whatever the reason, our number one concern is providing clients with the help they need when they need it most—with an efficient hand and a nurturing attitude.

Times can be tough, and we get it…

Life transitions, whether personal or professional, can cause confusion and stress. MPB can help you get through these trying times and gain security and peace of mind. These transitions include aging, death of a spouse, divorce, demanding careers, job relocation, downsizing a home, moving into assisted living, changes in cognitive abilities, or the desire to have less involvement in the paperwork and other responsibilities that come with running a home. Whatever the reason, our number one concern is providing clients with the help they need when they need it most—with an efficient hand and a nurturing attitude.

Here’s How We Work:

First

Inquiry/Referral

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 who they feel can benefit from our services. On occasion we are contacted directly by the client.

Second

Assessment

Once we receive the inquiry or referral, a call is set up with the inquiring individual to learn more about the client’s needs and collect as much information as possible prior to setting up the in-person consultation. During this call, we’ll also share more information about MPB, the scope of our services, and our approach. Based on information collected during this assessment, the appropriate Client Advocate is selected from our team who can best serve the client’s needs and potentially match best from a personality perspective. It’s important that the advocate speaks their clients’ language, shares their interests and, often, lives in the same community. As a result, many clients and Client Advocates develop longstanding and highly rewarding relationships.

Third

Consultation

The one-hour, in-person consultation is provided free of charge and usually held in the client’s residence, whether a private home or senior living community. Consultations 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. This allows us to evaluate the situation from several perspectives and determine the client’s issues, the family’s concerns, and the scope of the job. Clients tend to share more information during the consultation, and we can actually see the work needed, whether it is piles of papers that need to be dealt with and/or the current organizational system. If the client would like to move forward at the end of this no-obligation meeting, a Service Agreement is signed by the client and the first appointment with the Client Advocate will be scheduled.

Fourth

Action Plan

Immediately following the consultation, an Action Plan is written to document basic client information and outline a list of goals and priorities based on the initial assessment. This document gets distributed to everyone involved in working with the client, and it serves as the road-map we utilize when following up regularly with both the Advocate and client.

Fifth

Client Advocate Meetings

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. Our approach is always to keep the client as involved as they want to or can be, providing them with both peace of mind and a level of independence, with the knowledge that their affairs are secure and in order. Advocates can and do work remotely if proper access is set up. Regardless of the setup, communication between the Advocates and MPB management—as well as with the family and/or trusted advisor—occurs frequently, so all are aware of progress as well as any issues that may arise.

For more information or questions check out our FAQs.

Here’s How We Work:

First

Inquiry/Referral

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 who they feel can benefit from our services. On occasion we are contacted directly by the client.

Second

Assessment

Once we receive the inquiry or referral, a call is set up with the inquiring individual to learn more about the client’s needs and collect as much information as possible prior to setting up the in-person consultation. During this call, we’ll also share more information about MPB, the scope of our services, and our approach. Based on information collected during this assessment, the appropriate Client Advocate is selected from our team who can best serve the client’s needs and potentially match best from a personality perspective. It’s important that the advocate speaks their clients’ language, shares their interests and, often, lives in the same community. As a result, many clients and Client Advocates develop longstanding and highly rewarding relationships.

Third

Consultation

The one-hour, in-person consultation is provided free of charge and usually held in the client’s residence, whether a private home or senior living community. Consultations 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. This allows us to evaluate the situation from several perspectives and determine the client’s issues, the family’s concerns, and the scope of the job. Clients tend to share more information during the consultation, and we can actually see the work needed, whether it is piles of papers that need to be dealt with and/or the current organizational system. If the client would like to move forward at the end of this no-obligation meeting, a Service Agreement is signed by the client and the first appointment with the Client Advocate will be scheduled.

Fourth

Action Plan

Immediately following the consultation, an Action Plan is written to document basic client information and outline a list of goals and priorities based on the initial assessment. This document gets distributed to everyone involved in working with the client, and it serves as the roadmap we utilize when following up regularly with both the Advocate and client.

Fifth

Client Advocate Meetings

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. Our approach is always to keep the client as involved as they want to or can be, providing them with both peace of mind and a level of independence, with the knowledge that their affairs are secure and in order. Advocates can and do work remotely if proper access is set up. Regardless of the setup, communication between the Advocates and MPB management—as well as with the family and/or trusted advisor—occurs frequently, so all are aware of progress as well as any issues that may arise.

For more information or questions check out our FAQs.

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Ready to talk?

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