At FINANCIAL CAREGIVING, we help you prepare for a time when you might suddenly need help managing your affairs.
Our founder, Vicki Clarke, has 19 years experience serving as a fiduciary (Financial Power of Attorney, Trustee, Executor, Medical Power of Attorney, Rep Payee, etc.) and became a California state-licensed Professional Fiduciary in 2010.
Vicki has witnessed what happens when people are unprepared and suddenly incapacitated - their estate is at risk of being mismanaged; they lose control; they can get taken advantage of. She sincerely wants to help older adults retain more control and protect their estate and envision how they would like things to unfold, in an emergency.
As a neutral experienced professional, Vicki gently and respectfully helps clients "think things through" to answer the important question: What would my trusted person(s) need to know and do, to carry out my wishes? She helps them identify vital factual information, important documents and instructions.
Being trained in fiduciary “best practices” and ethics, she encourages earnest stewardship of assets and financial matters, cooperation and understanding among family and friends, and incorporating some kind of accountability.
Vicki helps clients identify ways to authorize their trusted person - for example to access a rented mailbox, work with vendors, find passwords, etc.
Most importantly, Vicki provides a mechanism for helping clients keep their private information secure, until or if it is time to share it with certain others.
(415) 897-4053
Call us to schedule your free consultation.
(415) 897-4053
We are experts in knowing what your fiduciary needs to know and do. We do not offer legal, tax, financial planning or investment advice of any kind, whatsoever. also, We decline to serve as your fiduciary.
COPYRIGHT @ FINANCIAL CAREGIVING, INC. 2023
In an emergency, you may have no choice but to allow someone you trust to manage your financial and personal concerns.
If you have done your estate planning, then you have legally authorized someone to act on your behalf to serve as your Financial Power of Attorney and/or Trustee. But oftentimes that person has no information about your affairs ahead of time.
With our help, you can remain private and independent and yet be prepared, on a very practical level, to convey important information and instructions to someone you trust, in the event you are suddenly ill or injured or otherwise incapacitated.
This way, you will have peace of mind knowing there is a mechanism in place to provide your trusted person with exactly what they need in order to DO A GOOD JOB FOR YOU!
The primary duty of a fiduciary is to properly manage and protect your estate. With advance planning like this, you can avoid confusion, mismanagement, family conflict and even fraud.
You get to decide how you want things to unfold if you are suddenly unable to manage your financial and personal matters.
You are entitled to have things managed according to your wishes.