Get started by creating an account for yourself in the Carefull mobile app. Then, securely connect your loved one’s financial accounts in the app to enable alerts, monitoring and analysis.
Carefull then learns your loved one’s unique spending, bill schedule and account balance patterns and automatically reviews your loved one’s transactions to ensure that nothing unusual is occurring — no late bill payments, payments involving strange people or places, changes in spending patterns, and more. If it catches anything fishy, it will send alerts to your email and phone.
Carefull will also enable you to see all of your loved one’s bills in one place and give you the ability to see which bills have been paid, which may be late and which are upcoming.
You have the option to invite your loved one or other family members into the app if they ordinarily participate in conversations about financial matters (although you don't have to). Then, when an issue arises, you can share and collaborate within the app, and your “Circle” is there to help resolve it.
Lastly, taking care of someone else’s finances can often leave people feeling that they “don’t know what they don’t know.” Our experts have written educational guides and tips about topics like how to protect your loved one from fraud, how to help them save money and how to ensure that you’re prepared for whatever happens as they age.
You can learn more about how Carefull works and see screenshots of the app by visiting our How It Works page.
