What leads a serial tech entrepreneur to start a Financial Services company designed to help seniors, people in recovery, and people with cognitive challenges? The same that drives so many of us - a personal experience and a desire to fix a broken system. Kai's grandmother lived with Alzheimer's, which led to a loss of independence.   

Website: https://www.truelinkfinancial.com/ 

Phone (for those w/o a card yet): 1-844-904-6515  

Email (for those w/o a card yet): [email protected]  

Facebook: @truelinkfin  

TrueLink offers a reloadable Visa with customizable spending rules. Individuals can set limits to how much may be spent and where someone can shop. As I shared in the interview, I didn't know they existed until recently. TrueLink was started in 2012, and I didn't get my son his card until 2021. Up until then I was buying reloadable Visa cards and using an Excel spreadsheet to track his spending.   

TrueLink's website makes this much easier. I find the dashboard to be simple to use. Kai highlights his Customer Support Team as the company's "crown jewel". He credits their strength in listening and asking questions as the reason the company offers many of the services they've expanded into - like not allowing the card to be used at grocery stores.   

The website has a robust FAQ, so Kai and I don't spend too much time in the weeds. I wanted to understand more about who he is, and what makes him tick.  His vision for the world really resonates with me. One quote sticks out more than the rest. "Every animal is born with the skills they need to survive. Humans are born with the ability to ask for help."  

Very frequently I'm told my son/daughter/sibling is incapable of managing their money. My own son has challenges with understanding this concept, it can be pretty abstract. TrueLink gives us, as caregivers, the ability to allow our loved ones to be "independent" with a safety net. 

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For more information about True North Disability Planning you can find us here:

Web: https://truenorthdisabilityplanning.com/

Blog - https://ejorgensenwordpresscom.wordpress.com

Podcast (ABC's of Disability Planning) - https://anchor.fm/abcs-disability-planning

Waypoints - https://waypoints.substack.com/

Facebook: @TrueNorthDisabilityPlanning

Twitter: @NeedsNavigator

Resource store (free downloads too) - https://www.teacherspayteachers.com/Store/True-North-Disability-Planning