How It Works

For Clients:
A step-by-step guide on how to sign up for services:

  1. Contact Us: Reach out via phone or online to inquire about services.
  2. Consultation: We assess the client’s financial needs and eligibility.
  3. Enrollment: Complete necessary forms and provide required documentation.
  4. Account Setup: We establish a secure financial plan to manage benefits.
    • Ongoing Support: Clients receive monthly budgeting, bill payments, and financial guidance.

For Agencies & Case Managers:
How social workers, nonprofit organizations, and government agencies can refer individuals:

  1. Referral Submission: Submit a client referral form online or by phone.
  2. Evaluation: We review the client’s financial needs and confirm eligibility.
  3. Collaboration: We work closely with case managers to ensure a seamless transition.
  4. Enrollment & Setup: The client is officially enrolled and their benefits are managed effectively.

FAQ Section

  • How are client funds managed?
  • What rights do clients have in managing their own funds?
  • What services are included in financial management?
  • What are the service limitations?

How It Works – A Step-by-Step Guide for New Clients and Families

Enrollment Process:

  • How to sign up for services, including consultation and documentation requirements.

What Clients Can Expect:

  • Monthly budget management.
  • Bill payments.
  • Personal spending allowances.
  • Regular financial updates and reports.

Rights & Responsibilities:

  • Clients’ rights in managing their benefits.
  • The company’s obligations in service delivery.
  • Dispute resolution process and how concerns are addressed.