Are you a banker, financial planner, medical professional, attorney, psychologist or social worker? If so, our risk assessment interview tools for professionals can help you assist and protect your older client.
- The Financial Vulnerability Survey can be completed by the older adult or read to them.
- The Family & Friends Interview takes a different perspective. It asks a trusted relative or friend about the client’s financial decisions.
Whether you are a seasoned interviewer or novice, Older Adult Nest Egg can help. Our tools will help identify high-risk seniors poised to make damaging financial decisions and be exploited. You can trust these results knowing that Dr. Lichtenberg validated his instruments over more than three years of field testing.
Choose the risk assessment interview tools for professionals that best suit your needs.