Money Management Services
Managing finances can be overwhelming, especially for individuals receiving Social Security or SSI benefits who are unable to manage their own money. Our Representative Payee Services provide caring, professional support to help individuals maintain financial stability and independence.
What We Offer
Goal Setting: Beyond covering essentials, we help individuals work toward personal financial goals, whether that’s saving for something meaningful or building confidence in money management.
Personalized Budgeting: Our experienced staff work closely with each person to create a budget that reflects their needs and goals.
Bill Management: We ensure financial obligations are handled in a timely, organized manner—bringing peace of mind and stability.
Financial Education: Our team even offers an 8-week financial education class to encourage growth, independence, and long-term success.
Professional Oversight: With caring guidance and accountability, individuals gain financial protection and the reassurance of having a trusted advocate by their side.
A Caring Approach
Our staff go beyond numbers on a page. They take the time to understand each individual’s unique situation, build trust, and create a plan that truly supports their life. By combining compassion with professional oversight, we improve not only financial well-being but overall quality of life.
Join Us
Our Representative Payee Services help individuals feel safe, supported, and empowered in managing their finances. With personalized care and a highly dedicated team, we’re here to protect, guide, and encourage every step of the way.
Contact Us
If you are interested in services, you may contact us directly to schedule a tour or learn more. However, you will also need to contact your Service and Support Administrator (SSA) at your county board of DD, to ensure services can be added to your ISP.
In Lucas County - visit them online or via phone at 419.380.4000
In Wood County – visit them online or via phone at 419.352.5115
Unsure how to contact your county board – Visit the Ohio Department of Developmental Disabilities website