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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:
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Keep control of your checkbook. It stays in your home at all times |
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Loan or give you money to help cover your monthly bills |
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Give investment or legal advice |
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Handle cash |
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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 Franklin County residents, 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 ask an hourly fee for our services, depending on your ability to pay. Our fees are based on a sliding fee scale. We will not refuse to help you because you cannot afford our service. Our first visit with you is always free. Our expense managers are bonded for your protection.
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