Case studies

Emma and Jim

Emma’s family partners with a financially savvy team to secure her the best possible future

“We know life won’t always be easy for Emma, but she shouldn’t have to choose between her medical care and other needs,” Jim stated. “It’s very important to her mother and I that she never have to worry about money.”

Emma is a charismatic 9-year-old with cerebral palsy, caused by injuries at birth. She was awarded an $8 million structured settlement, and those funds are managed by a nonprofit in a pooled special needs trust. Emma’s father acts as her advocate, requesting money from the trust whenever necessary. 

Prior to working with True Link, Jim had to complete several forms to get Emma the items she needed to enhance her quality of life. Even after submitting the proper paperwork, the family often waited weeks to receive the money. Meanwhile, the nonprofit was frustrated by their wealth manager, who did a poor job coordinating cash needs and understanding the unique population served by the pooled trust.

Since the trust began using True Link Financial Advisors, things have improved across the board. Now, True Link manages Emma’s money to ensure she’ll have the necessary funds for various treatments over the course of her life. And when Jim requests funds to make a purchase for Emma, he does it right from his laptop or smartphone. The payment gets processed within one business day – no more waiting to get his daughter what she needs!

* Hypothetical examples are for illustrative purposes only and are not intended to represent the past or future performance of any specific investment. All examples are hypothetical and not actual client experience.

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