January 8, 2016

Money Management – Limitations

Limitations: Understanding what we can and cannot do.

We Can:

Assess the financial needs of a client

Work with the client to establish a shared and successful approach to addressing their needs.

Direct our clients to community resources that will provide relief to financial concerns.

Help facilitate phone calls to a variety of financial entities to solve problems.

Help organize the client’s financial practices and records so that they can manage their own in the future

Help with delinquent property taxes by helping our client’s take advantage of community resources.

Help a client balance their checkbook and establish a workable budget


We cannot:

Conduct business without our clients’ consent.

Access the client’s financial information without their consent.