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Caregiving Financial Assessment

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For each item, select the numbered statement that best describes your situation. Total your scores by adding the numbers of the selected statements to get a big picture. Lower scores indicate less manageable situations; higher scores indicate situations that may be more readily managed.

The care receiver:

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_____ (1) Has few if any financial assets

_____ (2) Doesn't qualify for government assistance programs

_____ (3) Is financially able to pay for needed support and care

The caregiver:

_____ (1) Has no financial assets to give to the patient's care

_____ (2) Has minimal financial assets that will soon be depleted

_____ (3) Is able to assume financial support of patient

For either caregiver or care recipient:

_____ (1) The financial situation is expected to worsen in the future

_____ (2) The financial situation is expected to remain stable in the future

_____ (3) The financial situation is expected to improve in the future

How permanent is it?

_____ (1) The decision to provide in-home caregiving cannot be reversed

_____ (2) The decision to provide in-home caregiving cannot be readily reversed

_____ (3) The decision to provide in-home caregiving can be readily reversed

How long?

_____ (1) In-home caregiving is expected to be a long-term situation

_____ (2) The duration of in-home caregiving is very much uncertain

_____ (3) In-home caregiving is expected to be a short-term situation

Legal Factors

_____ (1) There are complicating legal factors to consider

_____ (2) There are a few minor legal considerations

_____ (3) There are no legal complications to consider

Relocation

_____ (1) Required relocation is unwanted on the part of both caregiver and care recipient

_____ (2) Required relocation is unwanted on the part of one party

_____ (3) Relocation is not required, or if it is, it isn't a problem

Size of Home

_____ (1) Caregiver's home is inadequately sized and equipped to provide the needed care, and renovation is not possible or affordable

_____ (2) Caregiver's home is inadequately sized and equipped, but renovation is possible

_____ (3) Caregiver's home is adequately sized and equipped to provide the needed care

Household Privacy

_____ (1) Privacy for each household member is not possible

_____ (2) Privacy can be arranged for each household member with minimal effort

_____ (3) There is adequate time and space for each household member to have some privacy

Scoring

Lower scores indicate less manageable situations; higher scores indicate situations that may be more readily managed.

Lowest possible score: 9

Highest possible score: 27

Your score: 

WebMD Medical Reference

Reviewed by Jennifer Robinson, MD on December 15, 2014

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