FINANCIAL DECISION-MAKING

Assessments

Financial Decision-Making Needs Assessment

Assessment
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Financial Decision-Making Check-up

Assessment
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Financial Literacy Quiz

Assessment
The Needs Assessments identifies gaps in your Financial Decision-Making efforts. The Financial Decision-Making Check-up and Financial Literacy Quiz evaluate the capacity of a team member to make sound financial decisions.

Planning Guides

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Protecting Against Financial Fraud and Abuse

Planning Guide
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Preventing Fraud Through Notification and Blocking of Transactions

Planning Guide
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Using a Power of Attorney

Planning Guide
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Planning For Cognitive Decline

Planning Guide
These Planning Guides offer more in-depth insights into key aspects of Financial Decision-Making.

Support Gear

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Key Conversation Principles And Practices

Conversation Guide
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Giving Up Control Over Financial Decision-Making

Conversation Guide
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Safe Financial Decision-Making

Conversation Guide
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Memory Loss and Dementia

Conversation Guide
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Warning Signs of Cognitive Decline

Checklist
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Dementia Management

Checklist
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Safe Financial Decision-Making

Checklist
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Likelihood of Dementia

Calculator
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Life Expectancy

Calculator
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Build Your Team

Roster Builder
Additional supporting tools designed to inform and guide your Financial Decision-Making activities.
Questions? Concerns? Ask Coach!
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