Observe

This tool will guide you to complete a brief number of observations, after or during the annual portfolio review with your client.

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Record

The report that is generated once you complete the brief questionnaire, identifies the red-flag areas of concern. These areas of concern provide a scale to determine the extent of loss of financial capacity.

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Act

Helping you determine the action steps to protect your client from diminished capacity and stopping others from financial explotation, is critical.

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