A few quarters back a notification was sent to someone in our group that there were lost money available. Eventually it was retrieved, and an idea was formed…..
Once again you guys have given us a super idea – and you finally get to hear of our surprise summer project.
USA Search of Lost Funds
If you have moved multiple times, have a relative that was …. well let’s say not super good with their finances … or anyone close that may come to mind who may not have a good grasp on their finances – we have a fun new service we are embarking on over the summer.
We have retained a search service that will scroll all of the states in the USA and look for any lost funds.
We have no idea where this will go, but thought it very unique and fun, especially if we find a few golden pots at the end of those lost money rainbows…
Clients – look out, we will be emailing you lists of possible found money – a few guinea’s have already been contacted and we have had fun with our family members as a test before rolling this out to everyone — sorry sister that $3k was not yours!
If you have someone (living or deceased) that you think may have funds lost, please email firstname.lastname@example.org with the proper name and we will run it through our new system ….
Now we are off to treasure hunt – hopefully lost money that we can find for you!
Have a Great “Found Money” Day!
John A. Kvale CFA, CFP