My sister and I manage our elderly mother's portfolio and want to shift toward impact investing, but Mom is from a generation that prioritizes financial security above all else and doesn't understand why we'd 'waste money on feelings.' We're caught between respecting her wishes, honoring our own values, and trying to figure out what's actually in her best financial interest, and we haven't been honest about how much this disagreement is really about different generational approaches to money and responsibility.
More people experience this than they realize.
Adult children face the tension between their values-based investment approach and an elder's traditional focus on financial security.
“Where Are You with Impact investing and patient capital?”
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.