Volunteers provide direct, one-on-one help to the elderly who are experiencing difficulty keeping up with writing checks and reconciling their bank statements.  Volunteers do not bring their own money to the table; instead they bring the experience to help their clients with their finances. Clients have an obstacle such as impaired vision, memory loss or severe arthritis. These challenges prohibit them from performing their financial tasks independently. All clients must have a checking account and enough money to pay their bills.

Volunteers visit their clients in their homes once or twice a month.  They work together to accomplish the financial tasks.