Money Management

What is Money Management?

Begun as a national program in 1981, the Money Management Program trains volunteers to help low-income older adults and people with disabilities who have difficulty budgeting, paying routine bills, and keeping track of financial matters.

Clients may have had their utilities shut off, leave bills unopened, or be victimized by financial exploitation. Connecting with a volunteer helps clients prolong independent living in the community.


To be eligible you must meet the following requirements:

  • Be a resident of Monroe or Owen County.
  • Have difficulty managing finances due to age or disability.
  • Meet Income and Asset Guidelines.
  • Be open to working with a volunteer.
  • Be willing for a 3rd party to view your bank statements for the checking account the volunteer is helping you with.

Meet with a Volunteer


Volunteers are also needed to work directly with clients or assist with program monitoring in the office. Volunteers who are assigned a client will visit him or her once or twice a month to help keep track of income and expenses. “We look for people with a variety of skills. Because this is an opportunity to build a long-term relationship, we look for people who have a general knowledge of household budgeting, who are patient, open, friendly and organized,” says Money Management national program coordinator Gwenn Murray. If you are interested in volunteering click here.