Case Study:
Legal/Financial

LOCATION: Sacramento, CA
PROBLEM: Legal and financial issues affecting time at work.
SOLUTION: Legal/Financial

A nurse’s aide from a Sacramento area hospital called our service center. She had shared with her supervisor that she was experiencing stress due to a disagreement with a roofer she had hired to do some work at her home. She gave him money as a deposit to repair a leak in the roof over her daughter’s room and he had not returned. She was trying to get her money back but he would not answer her calls. Our care consultant told the caller that she could provide her with an attorney in our network who could give her a free, 30-minute consultation to discuss her issue. The care consultant also directed the client to her work-life website, which contained a link to the Better Business Bureau where she could file a complaint against her roofer.

During the call, the client also said she was feeling overwhelmed with credit card debt and wanted to talk to someone about it. Our care consultant was able to immediately connect the caller with a financial advisor to discuss the credit card problems.

During our follow-up, the caller said the attorney was very helpful and advised her that she could file a small claims case against her roofer. He walked her through the process including where to download the necessary forms and where to file them. He didn’t feel she needed the services of an attorney at that time, but that if she needed him in the future she would receive a 25% discount on his services.

The caller also shared that her discussion with the financial advisor was very helpful. She had credit card debt that could be consolidated, and he referred her to a not-for-profit agency that could help her with it. She made an appointment with the agency and a representative to review her accounts and help her set up a payment plan. She shared that speaking with these financial and legal professionals helped relieve her stress so that she could spend her energy on her family and her work.

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