How to walk in someone else's shoes

Where would you start?

I just had a call yesterday. Dad has just been diagnosed with dementia and he's been moved into a home.  It was bound to happen.

Now you're cleaning up his place and there's all this paper to be dealt with. What do you need to find?

Start by gathering information about the person whose shoes (financial shoes) you need to walk in, whether they are still with you, but no longer competent, or have passed on and you're the executor.

It's especially tough if they've been operating very close to the vest their whole life.
I've written a draft of a book, which is morphing into a story, but for now, the forms I've developed and the draft book, are both available for sale on my website.

Over 25 years of interviewing clients about their financial life, I've created 24 fillable forms, which you can view by clicking to see...

I've had orders for 10 copies to hand out to clients or family to assist everyone with their journey. 

Whose walk would you like to document so that when the time comes stepping into their shoes isn't so difficult to imagine?

Walking the financial walk, isn't just about the money, it's about much more, identification, relationships, important people, hopes, dreams and last wishes.

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