Financial Tracking Tools
Two items that can help greatly with helping clients to track their finances are thePayee Ledger and the Monitoring Checklist.
Two items that can help greatly with helping clients to track their finances are thePayee Ledger and the Monitoring Checklist.
These monthly report forms are submitted to the state coordinator by the volunteer.
Audience: This site and its content are intended for Money Management Program Coordinators Content Description: This site will contain content useful documents and announcements for the Money Management Coordinators serving the elders of the Commonwealth of Massachusetts Contact Information: For additional information or any questions about the content of this site please contact Cheryl […]
Money Management Program volunteers help low-income, vulnerable older people regain peace of mind and remain independent.