Is it difficult for you to balance your checkbook each month?
Do you have a visual or physical impairment that makes managing your money a hardship?
Highland Valley Elder Services offers several types of assistance and support for managing your money.
Call us at (800) 322-0551, ext. 113 to find out about our Money Management services.
About this Service
Participants who utilize this service are capable of making decisions about their own financial affairs, can assist in developing a monthly list of income and expenses, and will sign all their own checks.
Highland Valley Elder Services has a trained, supervised Money Manager to assist each participant in balancing checkbooks, organizing bills, and preparing checks for signature. In addition, the Program Director maintains close relationships with referral sources to make sure that participants are receiving ongoing support for needs beyond Money Management, including nutrition, health care, and more.
Please also see our information about Representative Payee Services.
Safeguards for Participants
Money Managers are trained to recognize financial exploitation. They work closely with Protective Services staff to ensure the participant’s assets are secure. Third-party oversight is done by agency staff who review participants’ financial records, safeguard their financial situations, and ensure their benefits are spent appropriately based on a list of pre-determined expenses. An insurance policy protects Money Managers and Highland Valley for loss of funds up to $10,000 caused by any mistake or misuse.
Assistance with Day-to-Day Finances
Contact us to find out how the Money Management Program can make life a little easier.
(413) 586-2000 ext. 113
(800) 322-0551 ext. 113 (toll free)
We work in partnership with AARP, and all Money Managers are trained and supervised.