Money Management – for Elderly & Disabled

Posted on February 18, 2014 by Tanya

I don’t know about you, but I simply LOVE working with elderly folks! They are charming, engaging, insightful, knowledgeable and generally quite fun. And, because of my background in mental health, I also really like working with and being around people with intellectual disabilities and/or mental health issues.

These two groups of neighbors have one thing in common – the likelihood of being taken advantage of. And that hurts my heart and makes me really mad. So, through Structured Chaos I am continuing my help in this way: I provide money management services to the elderly and people who have intellectual disabilities and/or mental illness. My goal is quite simple – prevent loss.

What happens is that people see these folks as easy targets and manipulate or outright take advantage of them and their access to money. With my services, I assist them with sorting through their mail, talking about what mail they receive, explain what is junk mail and needs to be shredded or recycled, what are legitimate bills that need to be paid, and set them up with a personal banker at their financial institution. This way they are learning and retaining control over their life and have someone else they can trust to go to.

If you know of someone who does not have family around to ensure their financial safety, or someone who is independent but needs some basic help with finances, let me know. I work with others in our community who can assist with taxes, financial planning and other more complicated financial issues.

As a social worker by training, it is so important to me that people have access to supports and services that keep them as independent and self-reliant as possible. That is after all what we all want!

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