The Compassionate Guide to: Choosing the Best Financial Professional
This downloadable interactive guide & checklist will help you:
Create a list of first-class financial professionals
Vet all financial professionals, based on dementia industry standards
Ask the best questions, questions specific to a financial professional
Know the BIG red flags to look out for
Rest assured, knowing your family has an ally who understands dementia + who you can trust to take care of your hard-earned finances
This downloadable interactive guide & checklist will help you:
Create a list of first-class financial professionals
Vet all financial professionals, based on dementia industry standards
Ask the best questions, questions specific to a financial professional
Know the BIG red flags to look out for
Rest assured, knowing your family has an ally who understands dementia + who you can trust to take care of your hard-earned finances
This downloadable interactive guide & checklist will help you:
Create a list of first-class financial professionals
Vet all financial professionals, based on dementia industry standards
Ask the best questions, questions specific to a financial professional
Know the BIG red flags to look out for
Rest assured, knowing your family has an ally who understands dementia + who you can trust to take care of your hard-earned finances