Resources for Talking to Your Parents

Mom and Dad, We Need to Talk helps people who are struggling to figure out how to talk to their parents about their finances a step-by-step guide to having fruitful conversations. Readers of the book can download the resources provided here to get the conversations started, gather the information they need and help protect their parents from scammers who want to prey on them. If you don’t already have a copy of my book, order Mom and Dad, We Need to Talk today!


In Case of Emergency Organizer

Download this fill-in-the-blank financial inventory to give to your parents so they can provide you with the information you need to be prepared for worst-case scenarios.


    Scam Red Flags

    Help protect your parents from people who want to take advantage of them with this printable list of telltale signs of scams they can hang up by the phone, on the refrigerator or wherever it will serve as a constant reminder to be on the lookout for scammers.


      Video Tutorials

      Need help getting over your fears about talking to your parents or starting the conversation? Get tips on how to apply some of the advice in Mom and Dad, We Need to Talk.


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      "An excellent step-by-step guide to navigate what can be time-consuming, uncomfortable conversations."

      - Michelle Singletary, The Washington Post

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