Mike is a cancer survivor who lived in his childhood home for over 30 years, first cared for by his mother during his illness and later becoming her caretaker when she was diagnosed with cancer. When his mother passed away, Mike, was suddenly faced with selling the only home he had ever known and navigating life on his own for the first time. Through his estate attorney, he was connected to our team to discuss the sale of the property, and it quickly became clear that the real estate transaction was only one part of a much larger transition. In addition to coordinating an off-market sale that gave Mike the time and financial stability he needed, Lisa stepped in to support him through the practical and emotional realities of independence, helping him search for an apartment, understand leases, coordinate a move, attend meetings with attorneys and insurance providers, and navigate many first-time responsibilities.
For Mike, having consistent, steady support during this period was critical. Nearly a year later, he is living independently, settled, and moving forward with confidence, an outcome made possible by addressing both the transaction and the transition.