The Thinking Ahead Roadmap
This new tool encourages folks to select a financial advocate to help when the person needs assistance in managing their finances. The roadmap contains six steps:
- Choose a trusted financial advocate
- Organize your financial information
- Start a conversation with your financial advocate
- Explain your future money management needs and what you expect from your advocate
- Officially appoint your advocate as your agent under a financial power of attorney
- Shift money management to your advocate when the time is right
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