Services are designed to meet each client's individual money management needs while serving as a representative payee. This includes establishing and maintaining a monthly budget, paying monthly bills,creating savings goals, organization and keeping track of financial records, negotiating with creditors, and protecting our clients from financial fraud, abuse, or exploitation.
We provide the means to prolong independent living for those who are at risk, simply because they became unable to manage their financial affairs.
Our clients are people who want or need assistance dealing with their day-to-day financial matters. Whether for a short period of time or for more extended need, we serve a population of people who are most vulnerable to losing or having lost their independence.