Financial Advisor Portland Oregon

Vision Capital Management has been providing clients financial planning and investment management services since 1999. Visit our site to find out more

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      • Sue McGrath
      • Marina Johnson, CFA
      • Sarah Quist, CFP®
      • Cliff Yount, IACCP®
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      • Jeffrey Schmidt, CFA
      • Chris Sizemore, CPWA®, CMFC
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      • Katelyn Cummings, CFP®
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      • Gina Jacobson, CFP®, CDFA
      • Stacy Sizemore, IACCP®
      • Matthew Sheets, CFP®
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Archives for January 2022

Jan 26 2022

Managing Finances for a Loved One in Cognitive Decline

Knowing a loved one is going through cognitive decline is a difficult situation on its own made even more challenging when you consider how it will affect their finances. Problems related to money management, from unpaid bills and abnormal spending to confusion over their accounts and missing money, are often one of the first indicators that something is amiss. Fortunately, if your loved one is heading towards a dementia diagnosis of some kind or has already received one, there are steps you can take to protect their financial assets and ensure they’re properly taken care of when they’re no longer able to care for themselves.
Cognitive Decline

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Written by Marina Johnson · Categorized: FINANCIAL PLANNING

Certifications and Associations

Certified Women Owned Business
Certified
Private Wealth Advisor
Certified Financial Planner
CFA Institute
Certified Divorce Financial Analyst
Financial Planning Association Member
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