As our parents age, we want to do everything we can to help lessen their physical and mental burdens. Some things are outside of our control, there are many things we can do, like hire a professional organizer and/or daily money manager to help lessen stress.  We have come up with a list of the top 10 things you should consider before bringing someone in to assist your parents.

Things you should talk about

  1. How long have you been in business? Of course, we want to be sure that we are not hiring a fly by night company. We want someone who isn’t going anywhere anytime soon.  A good way to ascertain this information is to ask about certifications and how they stay up to date on their areas of expertise, such as continuing education courses.
  2. What type of services do you offer? It is important to make sure your professional organizer and daily money manager can fulfill all your needs. One professional who satisfies your needs is all it takes. 
  3. What percentage of your clients are seniors? Knowing that the person working with your parents has experience with their age group is comforting. It is also good to know their experience with the unique situation that seniors encounter.
  4. My parents can be difficult at times, how do you handle people who are stubborn? Knowing that the person you hire to work with your parents will do so with compassion and care is important. It’s also nice to know that when the situation may call for a stern voice of reason, they are able to communicate that as well.
  5. Can you provide references? References are a great way to talk to others that have worked with the professional. This way you can ask any questions you may have and also get honest feedback.
  6. Are you bonded and insured? This is necessary to protect you and your parents against a professional that may fail to complete a job or fails to meet financial obligations. It’s a good sign they are looking to protect your interests as well as their own.
  7. Will my parents be working with you or your employees? Knowing that you are interviewing and talking with the professional that will be working with your parents immediately brings more confidence.
  8. Describe your process for helping clients achieve their desired outcomes. You will want to know that you’re on the same page and have the same mental picture of the journey your parents will be going on.
  9. Do you work with a written agreement? Working with a professional that works with a written agreement can give you confidence that they are not going anywhere. It shows that they are willing and able to enter a contract and are there for the long haul.
  10. What is your fee structure? Be sure that you won’t be hit with a bunch of hidden fees. All costs should be up front and should never be a surprise.

We know our parents will be much happier and safer in an organized home. It’s important that we do our due diligence and ask the important questions from the start. Know who will be working with your parents and exactly how they will work together. Give yourself and your parents peace of mind by finding out this information in the beginning.
For a no surprise approach to getting your parents organized, please feel free to contact My Confidant at 410.375.7903 and schedule your complimentary consultation today.

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