When you need to know more about your parents’ finances, finding balance is important:
• balance between their privacy & your need to know
• balance between their understanding of their situation & your desire to help
• balance between their independence & their need for help
• balance between fear & reality
• balance between love & leadership
You need to know. They need - or will need - your help.
Finding balance in this conversation doesn’t have to be rocky. It can be centered in love. Your financial team is here to help.
#findingbalance #agingparents #theirmoney #yourneedtoknow #familybusiness #financialteam #whatsnext? #beready!

Finding Balance
