{2:20 minutes to read} For many seniors it is helpful to have a team of professionals – Financial Advisor, Attorney, Geriatric Care Manager, Geriatrician, Home Health Care Workers, etc. – assist them in managing their lives, enabling them to age with dignity.

As a Daily Money Manager, I assist people in organizing their finances. I do this by helping to pay bills, reconciling their checking and credit accounts and developing budgets. I also help them with filing health insurance claims and many other services.

A Team Approach allows me to leverage the expertise of colleagues I know in other fields that can aid in supporting my clients. Here are five types of professionals I might work with:

A Financial Advisor manages the client’s investments to ensure that they receive a sufficient return, with an acceptable risk, to support their lifestyle.

Attorneys can ensure that the senior’s assets are protected and that their end-of-life wishes will be met.

Geriatric Care Managers help seniors, as well as their adult children, navigate the often confusing world of geriatric medical and health care. They are trained to assess, plan, coordinate, monitor and provide services for the elderly and their families. They work closely with Geriatricians, doctors who are trained to understand the specific needs of the elderly, in regards to both medical and emotional issues.

Finally, Home Health Care Workers or Home Health Care Agencies assist seniors living independently or in a senior residence with the activities of daily living (ADL).

Each individual is different. Some may require assistance from all of these particular professionals, while others only a few. It all depends on their specific situation. The most important thing to remember, whether you’re the senior or a family member, is to be willing to reach out and ask for help from experts when required. Don’t let pride get in the way—sometimes you can’t do everything yourself. The goal is for the senior to age gracefully—professional assistance can help that goal be reached.

If you need assistance with a loved one, or yourself, I am happy to help you in any way I can. Contact me today to get started: 917-279-3972.

Peter Gordon
New York Financial Organizers, Inc.
peter@nyfo.nyc