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800-AGE-INFO: Additional Information for Massachusetts Elders
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LGBT Aging Project

Money Management Program

The Money Management Program is a free service that assists low income elders who are at risk of losing their independence due to an inability to manage their own finances.

Trained, insured and supervised volunteers are matched with older adults who need help with bill paying and other routine financial tasks such as balancing the checking account, setting up a budget, writing checks and sorting mail.

In The Elder’s Home

Carefully matched Money Management Volunteers go to the elder’s home once or twice monthly to help keep track of income and expenses.


  • Age 60 years and older
  • At risk, due to unpaid bills
  • Homebound, visually impaired, disabled or confused
  • Within program income and asset guidelines

How To Know If Someone Needs Assistance

  • Does the person know how many bank accounts he or she has and where they are?
  • Are unpaid bills scattered around the elder’s home?
  • Have any utilities been shut off in the last 12 months?
  • Is the person newly widowed or recently discharged from hospital or nursing home?
  • Does the person have limited mobility that makes banking difficult?
  • Does the person complain about not having enough to make ends meet?

The Tri-Valley, Inc. Money Management Program is collaboratively sponsored by the Executive Office of Elder Affairs, Mass Home Care and AARP Massachusetts.

For more information about Money Management Services, or becoming a volunteer, start by calling Tri-Valley’s Information & Resource Department.