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"EXECUTIVE FINANCIAL ASSISTANT (SAFE)" PROGRAM

WHATProvides a Senior Executive Financial Assistant (SAFE) who assists elderly.
WHYTo protect seniors who are unable to manage their finances from financial abuse thus helping to maintain their independence.
WHERE Administered by the Big Sky Prevention of Elder Abuse Program.
Billings, Montana, USA


Program Description

The SAFE Representative is bonded and provides services to seniors such as:

-Reviews financial affairs & develops a budget
-Meets with Social Security, Federal Retirement and Veterans Administrations, Medical Personnel, Family Members & others on behalf of the senior
-Pays monthly bills
-Keeps financial records & documents current for each client
-Regular contact with each senior to determine the current state of health and if individual needs are being addressed
source: mtelderabuseprevention.org


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