Money Management

Managing personal finances is challenging and can lead to great stress. Seniors•At•Home has a team of licensed professionals to help you manage your money safely and wisely, and plan for the future.

Personal Affairs Management services are personalized to meet individual needs, and you are encouraged to maintain as much control over your finances as possible.

Personal Affairs Management includes:

• Paying bills

• Depositing checks

• Balancing bank statements

• Budgeting and long-term planning

• Health insurance and medical-claims management

• Evaluation of government and pension benefits

• Filing tax forms accurately and on time

• Comprehensive financial management, including investments and real property

• Acting as durable power of attorney for finances, conservator of estate, trustee, successor trustee, administrator of estate, representative payee, and trustee for special needs

Although we are not an investment counseling service or a professional tax preparation service, we are always pleased to refer you to other agencies for additional help.

Money management services are available in the East Bay, San Francisco, the Peninsula, Marin and Sonoma Counties.