Case Study Toni W

Toni struggles to help her son receive special educational support while working as a wealth manager…

The Situation:

Toni W., a wealth manager at diversified financial services company, is trying to decipher special education regulations to ensure that her son, who receives speech and occupational therapies at school, doesn’t fall further behind during the COVID-19 pandemic.

He’ll be back to some form of school, but it all remains uncertain and stressful. Toni spends late nights researching state and federal laws special ed. laws. During the days, she tries to reach school personnel, who are on summer recess, in between work and managing her son’s time. She is exhausted and burnt out; her mental health is moving toward depression, with which she’s struggled in the past.

Read this success story to see Torchlight’s Personal Process Workflow in action. See the specific resources recommended to support this employee and the resulting positive outcomes, including a testimonial directly from the employee caregiver.

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