Money Management

WestMass ElderCare’s Money Management Program is a free, in-home service that assists low-income elders and persons with disabilities with paying bills, writing checks, budgeting and balancing their checkbook. The program does not advise on investments or other financial matters, nor does it provide banking services. The goal is to facilitate the consumer’s continued at-home, independent lifestyle.

We Can Help:

• Provide Money Management Assistance in the least intrusive way that enables people to live as independently as possible while preserving both dignity and privacy.
• Bill Payer Service Volunteers provide assistance, in the clients’ home, with sorting mail, writing checks, balancing checkbooks, and creating budgets.
• Representative Payee Service provides trained staff who manage the Social Security benefits of an individual, acting in their best interest, and ensuring all essential household bills are paid in a timely manner.

Who We Serve:

• An individual over the age of 60 at risk of losing independence because of financial challenges.
• An individual without friends or family who can help with everyday money management.
• An individual with a visual impairment, difficulty writing or memory loss that makes paying bills a challenge.
• An individual who is willing to accept assistance and third-party monitoring of their bank statements.

Learn More About Our Money Management Program