Many of our senior clients desire or need money management services. Elderly people are often no longer able to handle their finances with out assistance. Some seniors only need somebody to write out checks for them to sign. Other seniors have no concept or understanding anymore of money management due to dementia or mental impairments. Elderly clients in this situation may need our full money management program which includes balancing of checking and saving accounts, management of financial assets and the development of a financial plan.
Wise management of financial assets can be a key point in the process of creating an environment which will maximize the elderly client's well being. A lack of resources can greatly limit the options that a senior may have.
We are unique from other geriatric care managers and social workers in that we have a strong financial background which we can use to help our clients preserve their financial resources.
