Bill Pay/Money Management

Elders who have problems managing their finances can feel more than safe in requesting the help of our trained volunteers. There are no income restrictions.

Tri-Valley Inc. has operated a volunteer-based Money Management Program under an AARP model since 1995. Trained and closely supervised volunteers bring knowledge and reliability to the task of helping older people manage their finances and balance their checkbooks. Many of these volunteers have had careers in financial services. Advice is offered, especially concerning people who may target elders to solicit funds. And volunteers will act as a liaison with creditors to help resolve problems.

The Money Management Program also works with banks and financial institutions, helping to train staff about the warning signs of elders who may be confused about finances or spending in ways that are harmful to themselves.

Our Representative Payee Program goes a bit farther: In cases where it is necessary due to incapacity, bill payers are authorized to actually write checks from client funds to keep clients current on their bills. Enrollment in this program could be appropriate where someone can not pay or understand bills.

Our volunteers do not provide tax, investment or financial management services. They do bring the compassion that all our volunteers do, often building friendships along with trust relationships.

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