Financial Health Assessment Checklist for Aging Parents
- Horizons Aging Journey
- Sep 4
- 1 min read
Updated: Sep 5
Purpose This checklist helps caregivers compassionately review their aging parent's financial situation to identify risks and ensure long-term stability. Use this assessment to protect against costly mistakes, fraud, and financial exploitation while preserving dignity and independence. Regular financial health reviews can prevent crises and build a foundation for future care planning.
