When budgeting, bill paying and day-to-day financial matters become a burden, Lifespan can help you take it on.
The service is perfect for:
Older individuals who do not have experience with finances.
Older adults who have health problems that prevent them from being able to handle their finances.
Older adults who are overwhelmed by financial difficulties.
Caregivers who need assistance handling a loved one’s finances.
Lifespan cannot consolidate or pay down any individual debts. We can only advise you regarding debt, including consolidation options.
Signs that someone may benefit from Lifespan’s Financial Management Assistance program:
Overdue bill notices.
Mail piling up.
Mail or bills scatters in places.
Literature asking for money that looks like it might be a scam.
Misplaced checkbook.
Complaints that the bank made mistakes on statements.
Testimonials
“Thank you so much for your knowledge, assistance and compassion. The family has struggled with making the best decision for Fred’s financial situation. You have provided us with the guidance that we needed.” - Lori, a caregiver.
“Your volunteer financial management service has been a lifesaver for my husband and me. We have a complicated budget which made keeping track of our finances more difficult the last few years. Noreen’s help not only straightened out our bookkeeping but gave us valuable tips on how to simplify the process. In addition to all that she has become a wonderful friend to both of us. Thank you for this wonderful program, and for the joy of knowing Noreen.” - Ed and Nancy
“The volunteer who comes to my house knows so much! He helped me apply for prescription coverage that saved me almost $1,000 last year.”
“My husband passed away and I’m afraid I never learned much about our finances. I was overwhelmed by bills and paperwork until I got help from Lifespan.”