Your First 5 Steps as a Financial Caregiver (Without Losing Your Mind)
A step-by-step guide for adult children taking on financial caregiving responsibilities
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You've Just Been Handed the Paperwork. Now What?
A calm, practical guide to taking control of a loved one's finances — from The Financial Caregiver's Starter Kit.
Join the WaitlistOver 60% of family caregivers help with paying bills, managing bank accounts, or handling insurance paperwork — often under pressure.
It's easy to miss something important when you're doing everything at once.
This Book Is For You If
- • You're suddenly responsible for a parent's or loved one's financial decisions
- • You feel overwhelmed by the complexity of financial caregiving
- • You want to have important conversations but don't know where to start
- • You need practical tools and emotional support for this journey
- • You want to honor your loved one's wishes while ensuring their security
Early Reader Feedback
See what early readers are saying about the Financial Caregiver Kit
"This guide helped me understand exactly what I needed to do to take over my dad's finances and make sure everything was secure, especially with all the fraud targeting older adults and my father living in a completely different state."
C.W., Los Angeles • Financial caregiver for father
About This Guide
The Financial Caregiver Kit is a practical, emotionally-aware guide designed specifically for adult children and family members who find themselves managing finances for aging parents or loved ones.
Created by journalist and caregiver Cheryl Lock, with insights from former LegalZoom executives, this guide combines real-world caregiving experience with deep financial and legal expertise.
This isn't just another financial planning book — it's a compassionate companion that understands the unique decisions, emotions, and responsibilities you face as a financial caregiver.
What You'll Get Inside
First 10 Steps to Take
A clear roadmap for getting started when you first become a financial caregiver.
Templates and Checklists
Ready-to-use forms and step-by-step guides for organizing finances and important documents.
Financial + Legal Basics in Plain English
Complex concepts explained simply, without jargon or overwhelming legal language.
Scripts for Hard Conversations
Word-for-word guidance for discussing money, care decisions, and future planning with loved ones.
Caregiver Resources
How to Handle Daily Finances for a Parent (Without Getting Burned Out)
A step-by-step guide for adult children taking on financial caregiving responsibilities
Read more →Financial Planning for Elderly Parents: A Beginner's Guide
Learn how to start financial planning for your elderly parents—no finance degree required
Read more →About the Author
Cheryl Lock
Cheryl is a seasoned journalist with decades of experience writing, mostly on personal finance and parenting topics. Her work has appeared in The New York Times, The Washington Post, Forbes, Business Insider, Real Simple, Parents, and others.
Learn more about Cheryl →We'll let you know when it's ready.
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No spam. No pressure. Just support when you need it.