Giving Up Control Over Finances

Our goal with this program is to help clients prepare long before there is evidence of financial cognitive decline. But what do you do with a client who needs help now?

One type of “difficult client” is the person who has reached an age where he is mentally slipping a bit but cannot acknowledge that fact or grasp its impact on his life. This person often does not want to allow others to help with and eventually take control of their finances.

How do you convince them to accept help? This will take time and patience, and you still may not be successful in getting him to allow others to help. Here are some tips to move the needle forward.

Conversation Tips

Did anyone in your life make mistakes with money as they got older that you want to be sure to avoid?

How do you know no one is taking advantage of you financially?

Have you ever seen someone you love refuse help you knew they needed?

What do you think of people who won't go to a doctor because they want to avoid any bad news?

Have you seen people get into trouble around money simply because they refused expert advice?

Financial life is so complicated these days, it's really great if you have someone you trust to bounce ideas off of.

Wouldn't it be a relief if you knew for sure your money was being well taken care of?