Periagoge
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.

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.

Your guide for this
Zera
Zera works with people navigating exactly this kind of situation.
Ideas that help explain it
Worth thinking about

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

Peri

Peri can explain why this happens, help you decide if this is the right situation for you, and point toward the right journey or coach.

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