Financial Decision Tracker
Nellie Supports is a proud partner of Older Adult Nest Egg. The Financial Decision Tracker (FDT) is Older Adult Nest Egg's base assessment and looks at choice, rationale, understanding, and appreciation of a financial decision in the context of the client's values. This short assessment helps to identify whether there is cause for concern and if so, whether a more comprehensive assessment is required.
All Professionals including solicitors and will writers are now able to create an account and complete a financial decision tracker via Older Adult Nest Egg, this allows for a risk score to be created.
Should your client require a full Financial Vulnerability assessment completed by a social care Nellie Supports qualified, registered Social Workers are Lichtenberg Accredited assessors
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