ArticleClinical gerontologist
Illustrating a Person-Centered Approach to Financial Capacity Evaluations Through a Case Study.
Article in Clinical gerontologist. The graph could read no effect estimate from its abstract, so it casts no vote on the map. Cited by 3 papers.
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Who cites it
3 citing papers in PubMed.
- Financial Capacity Assessment in Female Euthymic Bipolar Patients: Catching Up on a Long Neglected Vulnerable Group.Healthcare (Basel, Switzerland) · 2025Article
- Can Changes in Financial Performance Be Used in the Diagnosis of Neurocognitive Disorders? A Systematic Review of Findings from Greece.Brain sciences · 2024Review
- The WALLET Study: Financial Decision Making and Key Financial Behaviors Associated with Excess Spending.Clinical gerontologistArticle
Corrections and comments
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Authors and funding
1 author.
Funding
Abstract
objectivesAlthough the National Institute of Medicine Social Security committee recommended that a person's financial capacity should be defined and assessed as real-world performance, there has been scant progress on creating methods to translate this idea into reliable methods. The current clinical comment focuses on analyzing actual financial management and decision-making in an evaluation to determine whether the older person needed a conservator.
methodsA case study is used to illustrate how to take a feasible approach to analyzing financial management and decisions and applying those to financial capacity assessment.
resultsBy employing a person-centered analysis of checking and credit card statements and using a semi-structured interview, the clinician was able to assess the financial management and decision-making skills of an older adult.
conclusionsClinical gerontologists have an ethical prerogative to enhance autonomy where possible. Analyzing a person's actual financial management records as opposed to hypothetical and perhaps unfamiliar financial tasks may represent a step forward in person-centered assessment of financial management and capacity. CLINICAL IMPLICATIONS: Clinical gerontologists are often asked to provide financial capacity assessments. Using a person-centered approach to assessing financial management and financial decision-making offers a new and reliable method of assessing financial capacity.
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Registered trials
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