Money Management

Maintain Your Independence

Many seniors find it increasingly difficult to keep up with the everyday management of their bills and finances due to physical limitations, visual impairments, or vulnerability to financial exploitation, like scams. 

 

Our Money Management Program is designed to support individuals aged 60 or older in maintaining their independence and continue living within their communities. The assistance we provide helps mitigate feelings of isolation by actively involving seniors in their financial decision-making. 

About Money Management Services

Our Money Management Program offers a range of services to help seniors manage their financial responsibilities. This includes assistance with:

  • Writing checks and balancing checkbooks
  • Understanding and paying household bills
  • Budgeting and financial planning
  • Preventing and addressing issues of financial exploitation and scams

We believe that the right support can empower our seniors to lead stress-free lives when it comes to financial matters, enabling them to focus more on enjoying their golden years.

Requirements

To enroll in our Money Management Program, seniors, defined as 60 years of age or older, must demonstrate a need for assistance with financial tasks due to physical or visual limitations or past experiences of financial exploitation. 

Seniors must also live in Franklin County within the following zip code areas: 43068, 43109, 43110, 43119, 43123, 43125, 43126, 43137, 43146, 43201, 43203, 43204, 43205, 43206, 43207, 43209, 43213, 43215, 43217, 43222, 43223, 43227, 43228, 43232.

Benefits

Our Money Management Services offer seniors (60+) in Franklin County:

  • Professional and compassionate assistance with managing personal finances
  • Enhanced feelings of security and independence
  • Prevention of financial abuse and peace of mind
  • Opportunities to connect with people who care and can help

How to Access Services

Payee Services provides much-needed financial assistance to seniors and individuals with disabilities facing the complexities of man

For more information or to access our Money Management services, seniors or their representatives can call Joann Wright, Intake Social Worker,  at (614) 857-1212 or email jwright@colscss.org

Our pledge to you is simple: we will help you stay in control of your finances and your life.

“I’ve used supportive services & money management for years with Catholic Social Services. We used the services prior to my husband passing away and continue to do so. The staff are always very helpful, and I would recommend their services to anyone I know, in fact I have!”