I'm helping my elderly mother with her finances and discovered she's been paying monthly fees for services she doesn't use because the bank representative convinced her she needed them years ago.
More people experience this than they realize.
Age-related cognitive changes and generational trust in institutions create opportunities for systematic exploitation disguised as customer service.
“Where Are You with How banks work?”
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.