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personalization of services

Personalization
 
Every situation is different and requires a different response and plan of action.  The situation may be that you personally have adequate funds but great difficulty managing your financial life; quite a common scenario.  You may have a loved one who is not handling their finances well and, as the responsible party, you want help to ensure they aren’t being taken advantage of.  There are myriad situations out there and WFS can customize and personalize your services. WFS also offers a range of reporting options tailored to your comfort level, from “you’ll hear from us with weekly updates” to “we won’t bother you unless there’s a concern”.