Personal Money Management Services

When the demands of maintaining one's finances become difficult because of physical or mental challenges, WISE & Healthy Aging steps in to assist. The Money Management Program began in 1990 and is designed to help maintain the highest possible level of independence for persons who are having difficulty managing their daily financial activities.

The program provides in-home assistance with budgeting and bill paying or other financial needs. For those who need more advanced maintenance of their income and monies from government assistance programs, we can serve as a Representative Payee. All cases include an initial professional assessment by a specially-trained case manager, followed by regular visits.

Help may be needed when:
  • A person who has always taken care of the family finances is no longer available
  • Physical disabilities prevent travel to the bank or other financial institutions
  • Memory loss inhibits keeping track of income and bills being paid on a timely basis
  • Caregivers are caught unaware or unprepared and need assistance
  • A Representative Payee or family surrogate is needed for Social Security or other entitlement beneficiaries

WISE & Healthy Aging's Money Management Program offers:
  • Connections with other financial resources and information on insurance, Medicare and Medi-Cal
  • Assistance with completing claim forms, monthly check writing, maintaining and balancing checkbook, and
  • Services to clients on Social Security or government pensions who need a trustworthy person to act as a designated agent for handling their government benefits.
  • Help with financial difficulties such as negotiating payment plans with creditors, applying for government benefits, and income tax preparation

The Money Management Program is closely monitored by the Technical Advisory Group (TAG) of professionals. It is also audited annually by the Social Security Administration.

There is a fee for Money Management services, based on a sliding scale.

For more information on the Money Management Program, please call (310) 394-9871, ext. 238 or email mm@wiseandhealthyaging.org

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