Money Management
As we age, they become more prone to economic stress. Seniors·At·Home can help older adults manage their money safely and wisely to maintain more financial independence and plan for your future and family. Experienced money management experts are here to help seniors manage their day-to-day financial activities and help ensure that household finances remain under control. Available services include:

• Depositing checks
• Paying bills
• Budgeting
• Processing medical claims
• Balancing bank statements
• Filing tax forms accurately and on time

Planning for the Future
Seniors·At·Home also helps you anticipate and prepare for future needs. People who use our personal affairs management services are encouraged to maintain control over as much of their financial life as they feel capable and comfortable handling. When a high degree of control is no longer possible or practical, our trained professionals and volunteers work with our clients' families, as appropriate, to assist clients with whatever financial chores need attention. When necessary, staff can act as durable power of attorney, trustees or conservators. Seniors·At·Home can help seniors plan for the future with:

• Medical insurance counseling
• Arranging for and exercising powers of attorney
• Planning wills
• Arranging burial trusts
• Evaluating financial options for post-retirement living

About Us
Personal Affairs Management is a fee-for-services program. It is not an investment counseling service or a professional tax preparation service, but we are happy to refer you to other agencies for the help you may need. Seniors·At·Home is sensitive to the need for trust where managing money is concerned. We hold your business in the strictest confidence. As a division of Jewish Family and Children's Services, a nonsectarian, not-for-profit organization serving the Bay Area for 150 years, you can rely on our reputation for providing quality services.