Assisting Seniors with Their Finances
The Money Management Service assists seniors who are having difficulty managing their daily finances. These services help seniors, ages 60 and up, who maintain financial independence and provide protection from financial exploitation.
What We Offer
The Money Management Service is provided by a licensed social worker who is able to assist the senior by preparing a monthly budget, assisting with bill pay and check deposits, making connections with financial and legal resources, and preparing for long term needs.
IMPACT IN ACTION
100% of seniors reported feeling less stressful about their finances since receiving services.
Client Story
Betty had been married for 40 years and depended upon her husband to manage the finances. When Betty’s husband became ill, she focused on his care, not thinking beyond day to day issues. Upon his death, Betty was overwhelmed with all of the financial and legal issues she had to resolve, including having only her own Social Security income to depend upon.
Client Story
Betty had been married for 40 years and depended upon her husband to manage the finances. When Betty’s husband became ill, she focused on his care, not thinking beyond day to day issues. Upon his death, Betty was overwhelmed with all of the financial and legal issues she had to resolve, including having only her own Social Security income to depend upon.
Catholic Social Services was able to assist Betty in setting up a monthly budget, identifying outstanding medical bills, helping her to determine what death benefits were available to her and learning how to pay property taxes on her home. Betty, at age 75, is now learning how to manage a budget and to make long term financial decisions.
Client Testimonial
“I feel more confident about my monies.”
How to Access Services
For more information, call Joann Wright at (614) 857-1212 or email.
Our Partner
“To live charitably means not looking out for our own interests, but carrying the burdens of the weakest and poorest among us.” -Pope Francis
Locations
COLUMBUS
197 E. Gay Street
Columbus, OH 43215
(614) 221-5891
WEST COLUMBUS
Our Lady of Guadalupe Center
409 Industry Drive
Columbus, OH 43204
(614) 340-7061
NEWARK
1031 Brice Street
Newark, OH 43055
(740) 345-2565
PORTSMOUTH
St. Francis Catholic Outreach Center
2311 Stockham Lane
Portsmouth, OH 45662
(740) 961-4020
ZANESVILLE
422 Main Street, Ste 400
P.O. Box 3446
Zanesville, OH 43702-3446
(740) 452-5057