Dollars and Diagrams

Questions for Mom and Dad


As our parent’s age, it is a good idea for us (the children) to begin to understand their financial picture.

I have divided the questions into 10 topical areas (there certainly could be more) that I have had with my parents that I hope can help you as well.

  1. Home/Physical Property/ Real Estate
  2. Long-Term Care
  3. Important Documents
  4. Life Insurance
  5. Bank
  6. Transfer Agents
  7. Investments
  8. Health Care Providers
  9. Legacy
  10. Final Wishes

We look forward to the day when our children are having this conversation with us!


Information in this material is for general information only and not intended as investment, tax, or legal advice. Please consult the appropriate professionals for specific information regarding your individual situation prior to making any financial decision.

LPL Tracking #1-05140259



College Planning

Disability Insurance

Estate Planning



Life Insurance

Retirement Funding

Roth IRA


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