The Compassionate Guide to: Choosing the Best Financial Professional

The Compassionate Guide to: Choosing the Best Financial Professional

$30.00

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

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