During our first appointment, Sharon and I made a plan to adjust my working hours for a month so I would have time to deal with the immediate challenges. Once we listed tasks and timelines I began to see how I could manage what was ahead of me.
After our careful review of the family investments, I was able to make informed decisions about how to pay for my mother’s moving expenses. We had many discussions about my daughter’s disorganized financial life. I felt immense relief when I realized that it was not my responsibility to fund her mistakes. We identified numerous ways to support that her and my grandchildren that did not involve money.
I decided I wanted to become a money mentor for my grandchildren. That meant doing a better job of handling my finances. Since so much of my money life was being modified, this was a good time to make changes. As the months rolled by, Sharon consistently kept me focused on the family as well as personal financial tasks. Phoning Sharon when I needed encouragement or reminders got me through the tough times. Now I feel more prepared to handle any change that comes my way. I have become a smarter and more resilient financially and emotionally.
Dealing with her own financial issues along with those of her mother and daughter was a tall order. But Margaret found the strength and staying power she needed. Her mother was relocated to a near-by nursing home, and once boundaries were clearly communicated to Margaret’s daughter, their relationship began to improve. Margaret continues to demonstrate to her grandchildren how living a financially organized life is good for the whole family.