We will:

We visit your home at least once a month and make sure that your regular bills are paid from your personal income.

We will not:

• Keep control of your checkbook. It stays in your home at all times
• Loan or give you money to help cover your monthly bills
• Give investment or legal advice
• Handle cash
• Provide transportation services

Is my financial information secure with you?

When we help you, we keep all information that we learn strictly confidential. We do not pass it along to anybody unless you specifically ask us to do so.

Whom we serve:

Our personal expense management services are geared to meet the needs of seniors who find it difficult to keep up with routine paperwork and bill-paying requirements, even though they can handle most other tasks of daily living.

Prospective clients are residents living in the central Ohio area, at least 60 years of age, who are capable of making their own financial decisions and are not in need of a legal guardian.

We accept referrals from area social service, and senior service agencies and individuals. We also accept self-referrals.

How we charge our clients:

We have several in home service plans that will best fit your needs. All services are based on an hourly fee and are dependent on your ability to pay.  Our first visit with you begins with a fee of  $10 for the first hour. Your exact payment fee will be set up with your first visit by our bonded expense managers.