In addition to writing checks and reconciling bank statements, counselors can work more intensively with a senior individual or couple to create a budget and a system for personal expense management that can lower the anxiety about living within a fixed income. With knowledge of the many programs and resources available to seniors, counselors may be able to point them toward other community resources to ease financial stress.

Frequently Asked QuestionsView the Senior Money Management FAQs
Phone336-896-1328 or toll free 888-474-8015