Partnering with Ruby

If you’re a professional helping families manage the financial complexities of memory loss, dementia, or diminished capacity Ruby can be a helpful tool in your toolkit.

 

You’ve seen how challenging the details of finance can be for families dealing with cognitive decline. Organization, preparation, and transparency are the keys to making sure an aging individual’s financial life is protected from fraud, mistakes, and even family interference.
Ruby’s online platform was designed to help families work together on financial preparation.

 

What a partnership means

Offer Ruby to your clients as a value-added tool, designed to provide a practical toolset for the family to keep an eye on their loved one’s finances, and ensure that their loved one’s financial independence is secure.

For Elder Law Attorneys

Help your clients protect their loved one’s interests and step into a collaborative approach to finance before it’s too late.

For CPAs

Provide a tool that helps clients in caregiving situations better understand their loved one’s financial activity — without co-mingling assets in a joint account.

For Financial Advisors

Recommend a low-cost service that helps caregivers spot fraud or mistakes early while allowing their loved one to retain financial independence.

 

How to Partner with Ruby

 

Our partner model is lightweight and simple: we’ll provide you the tools you need to recommend Ruby’s service to your clients. There’s no work for you beyond introducing Ruby.

 

Contact us and a Ruby team member will be in touch with more information!