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Money Management
The Money Management Program Director “has gone over and beyond for me. She has answered all my calls, in a good time frame. (She) is a kind person when it comes to very sensitive matters. I trust her completely. “
Money Management Consumer
Click here to go to Money Management referral form
Managing personal finances can be a challenge for elders with failing eyesight, limited mobility, financial exploitation, forgetfulness, or acute illness. The Elder Services’ Money Management program offers two levels of assistance:
- Bill Payer Service: The bill payer program carefully matches screened, trained, and insured volunteers with individuals having difficulty keeping up with their bills and who need assistance with budgeting and check writing. Volunteers assists elders by developing a budget, writing checks, and balancing their checkbooks. The elder makes all the decisions and retains check-signing capacity. Volunteers visit the elder at least once a month to help keep track of their income and expenses. Elders maintain full control over their checkbook and may discontinue service at any time.
- Representative Payee Service: The Representative Payee program assists elders who are incapable of managing their finances or who have been victimized by financial exploitation. There are no volunteers in the Elder Services’ Representative Payee component and bills are paid through the Money Management office. Elder Services is appointed by the Social Security Administration, and is responsible for budgeting and using the individual’s SSA/SSI funds to pay all the individual’s monthly bills with the goal of meeting all basic needs, providing spending money and saving for future use. The Representative Payee Program allows individuals to retain control over the rest of their lives without the strain of financial management.
