Established since 2008 & Open to All Older Adults in the Greater New York City Area:

Search and Care is respected in the social service community for developing an innovative, home-based, financial management program, Money Matters—now fully integrated in our care management team. The Program Coordinator, Bilingual Financial Social Worker, and seven Financial Navigators (former bankers/finance professionals) help economically at-risk clients:

  • Organize documents and bank statements
  • Help with paying bills on time
  • Offer assistance with creating monthly budgeting
  • Identify and eliminate unnecessary expenses, and maximize income
  • Advise about debt control, reduction, and/or consolidation
  • Advocate with creditors, collection agencies, and banks
  • Educate clients about avoiding financial risks, elder exploitation, and much more

For more information, please contact: Tianna Anderson, Money Matters & Stipendiary Coordinator.

To learn how to replicate our Money Matters program at your agency please purchase our manual “Why Money Matters: A Training Manual to Assist Financially Vulnerable Older Adults”

To view the Money Matters blog, click here »