Case Study: Guiding a Client Through a Family Crisis

By Wendi Webb, Horsesmouth Senior Editor,
and Steven S. Shagrin, CFP
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A client's daughter develops a debilitating eating disorder and substance abuse problem. The family spirals into a financial crisis as the medical bills pile up. How would you help them raise $100,000 in fast cash and get back on track toward their long-term goals?

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