A couple had 4 issues, fairly serious, they were also in power of sale and that might not have been the most serious problem. The 4 problems were corrected but we did follow up cash flow and there was a lot of money hemorraging out each month. We explained to her that the reason for the drain was none of our business but if that bleeding continued she would be destroyed. We could not bring them back from the dead, twice.
impressively, client thought about it and five days later called with the answer.
This issue was profound and fixing it was…….tough beyond words.
The answer was to firewall off and have two separate accounts, one covering core issues and the other a joint pool of money. Love was involved. The problem could not itself be fixed but she fixed it. She went from power of sale to a schedule A bank within 12 months.