Financial Management

Taking the Worry out of Managing Your Personal Business Matters

Contact: Venessa, Financial Management and Counseling Specialist
Phone: 608.268.9627
Email: intake@independentlivinginc.org


It can be challenging to keep up with day to day management of reviewing and paying bills, monitoring mail, organizing health-related paperwork, tracking receipts for tax purposes, and balancing a budget or checkbook. Making it even more difficult is limited vision, memory issues or hand-crippling arthritis. For some individuals, daily money management can become nearly impossible.

You can have a personal business assistant help you at home with your daily financial needs. Through our Financial Management and Counseling Program, we work with you to help you manage your financial responsibilities.

Whether assistance is desired temporarily or for the long term, your financial management assistant can help in many ways:

  • Review bills and call payees regarding incorrect statements
  • Prepare and mail payments
  • Reconcile bank accou