Balancing the AccountsCounselors can partner with seniors on an ongoing basis to write checks for monthly expenses, maintain and balance a check register, and reconcile bank statements. Although we cannot provide ongoing clerical support, we can help clients set up a well-organized system to manage financial paperwork.

Frequently Asked QuestionsView the Senior Money Management FAQs
Phone336-896-1328 or toll free 888-474-8015
Fax336-896-0481
Emailsenior.financial.care@financialpaths.org