Are you having trouble loading this page? Click here to view a text-only version.

Stories

LifePath’s Money Management Program is Here to Help! Or Become a Money Management Volunteer!

Money Management volunteers with Money Management Program Director and Director of Community ServicesLeft to right back row: Ceil Moran, Money Management Program Director, with Money Management Volunteers Carol Ball, Sue Dunbar, Audrey Stockwell, & Marsha Stone. Left to right front row: Lynne Feldman, Director of Community Services, with Money Management Volunteers Deborah Duchen, Ted Penick, & Charles ShemchuckIf you or a loved one is 60 or over or has a disability and is having trouble with balancing a checkbook, managing a budget, or sorting out bills, LifePath’s Money Management program can help.

“Money Management is a program that matches someone in the community who meets the requirements of our program with a volunteer who’s been trained to go in and help the individual remain, a lot of times, in their home,” says Ceil Moran, Money Management Program Director at LifePath. “Someone could be losing their sight, someone could be just having some memory problems or confusion or could just need help organizing bills, sorting through mail that comes in, and writing checks. We assign a trained volunteer to work with them.”

Money Management offers two different types of services: Bill Payer Services and Representative Payee Services.

Bill Payer Services provide valuable one-on-one money management services to elders or people with disabilities who need assistance with their financial affairs. These services include helping with organizing bills, writing checks for payment, balancing checkbooks, reviewing bank statements, and developing a budget.

Program safeguards are in place, such as screening of volunteers and account monitoring.

For those who need more assistance, Representative Payee Services are offered on a limited basis to people who are unable to handle their own funds.

Program safeguards are in place, such as screening of volunteers and account monitoring.

Eligibility guidelines apply, and capacity is limited; in addition to income-eligible free services, private-pay clients are also accepted. You may call to request services for yourself or on behalf of another by calling 413-773-5555 or 978-544-2259, or emailing This email address is being protected from spambots. You need JavaScript enabled to view it..

If you are interested in volunteering for the Money Management Program, please contact us at the numbers above. To donate, please mail donations made out to “LifePath” with “Money Management” on the memo line to: LifePath, Inc., 101 Munson Street, Suite 201, Greenfield, MA 01301.