I’m looking for recommendations for a (specific type ?) financial advisor for my mother. She is in her late 60’s and not responsible with her money. She needs someone to check in very regularly to monitor her spending and accounts. Investment help would be a bonus but not the immediate concern. She is going to run out of money for her future.
Anyone have experience or recommendations?
She is not open about this with me or the family so there is no way that I can get through to her. I’ve tried for years. So I’m slowly planting the seed for her to get outside help but I want to present options to her so she thinks it’s her idea in the end.
Thank you!
Need Financial/Spending Advisor for Mom
byu/ApprehensiveTrade292 inpersonalfinance
Posted by ApprehensiveTrade292