What We Do

We will:

We visit your home at least once a month and make sure that your regular bills are paid from your personal income.

All of our employees are bonded for your protection.

We will not:

  • Keep control of your checkbook. It stays in your home at all times
  • Loan or give you money to help cover your monthly bills
  • Give investment or legal advice
  • Handle cash
  • Provide transportation services

Is my financial information secure with you?

When we help you, we keep all information that we learn strictly confidential. We do not pass it along to anybody unless you specifically ask us to do so.

Whom we serve:

Our Personal Expense Manager services are geared to meet the needs of seniors, individuals with disabilities, Veterans, and anyone who find it difficult to keep up with routine paperwork and bill-paying requirements, even though they can handle most other tasks of daily living.

Prospective clients are residents living in the central Ohio area (Franklin County and the surrounding eight counties), a senior, someone with a disability, a Veteran, and anyone needing to stabilize their finances. Our customers must be capable of making their own financial decisions and are not in need of a legal guardian.

We accept referrals from social service agencies, and senior service agencies, and individuals. We also accept self-referrals.

How we charge our clients:

We have several in home service plans that will fit your needs. One Time, 6, or 12 month service plans are available.  At our first visit, we determine your needs and eligibility for our services. This initial meeting is free. All other meetings are charged at our standard rate. Your exact payment fee will be set up with your first visit by our bonded Personal Expense Managers.