whealthcare planning

Torn-edge

Financial Decision-Making

This assessment collects “trusted contact” information and creates a personalized plan outlining the steps a client needs to take to transfer safely financial decision- making authority. This is best suited for any client, especially those over 50. If multiple family members make important financial decisions, each should complete their own separate assessment.

Financial Management

This assessment helps identify trouble spots in the way a client is managing finances. It teaches organization skills. This is best suited for all clients, especially those over 50. If multiple family members make important financial decisions, each should complete their own separate assessment.

Estate Planning

This assessment identifies gaps in a client’s estate planning efforts and produces a Wealth Transfer Safety Score. This is best suited for all clients, especially those over 50. If multiple family members make important financial decisions, each should complete their own separate assessment.

Risk Profile

This assessment identifies traits that place a client at risk for suboptimal financial decision-making or exploitation. A study conducted at the Massachusetts General Hospital forms the basis for the assessment. This is best suited for any client over 50. A couple should complete separate assessments.

Financial Literacy

This assessment tests a client’s financial literacy. It detects any overconfidence in understanding of basic financial ideas. This is best suited for any client lacking basic financial literacy skills or showing signs of overconfidence.

Healthcare Decision & Costs

This assessment shows a client’s current health status. It measures attitudes toward medical treatment, quality of life directives, and how and where to live later in life. This is best suited for any client over 50. A couple should complete separate assessments.

Living Transitions

This assessment identifies a client’s living preferences and identifies issues that may interfere in their ability to live safely. This is best suited for any client over 55. A couple should complete separate assessments.

Driving Transitions

This assessment discovers a client’s driving preferences and identifies the conditions under which they will agree to quit driving. This is best suited for any clients over 55. A couple should complete separate assessments.

MEET WITH A FEE-ONLY FINANCIAL PLANNER

We offer a no-cost, no-obligation confidential consultation so you can see if we are the right fit for you.