LibraryScenariosWhen family members clash while managing investments for a relative
Scenario

When family members clash while managing investments for a relative

My dad and I have been managing my mom's investment account since she's not comfortable with technology but we disagree on everything and she's getting frustrated with our bickering and I think she's starting to just tune out completely.

Zera
Online
The coach is replying

More people experience this than they realize.

What we've seen

Two people trying to help a third person are letting their own conflicts interfere with their shared responsibility.

Ideas that help explain it
Worth thinking about

“Where Are You with Stock market investing for individuals?”

If this sounds familiar, the Library can help you find the bigger picture.