Budget Management Program for Elders

Cause Areas


It's flexible! We'll work with your schedule.




At Hale Barnard, we provide a Budget Management Program which promotes independent living for people that have limited income and are at risk because they cannot manage their financial affairs. For these individuals who need money management assistance, the program's trained volunteers provide the help they need for daily living. Our program offers two kinds of volunteer services: bill payer and representative payee.

We are currently looking for volunteers to guide clients to regain peace of mind and remain independent.
Volunteers of the Budget Management Program for Seniors take on the role of advocating for vulnerable seniors in the community who need support in paying bills, prioritizing bills, financial advocacy with outside agencies, and caring support, along with other roles. Volunteers make the program possible and provide one-on-one money management service to their clients by visiting them on a monthly basis, usually at their home.

In-home services take place in Boston, Roxbury, Mattapan, East Boston, Roslindale, Dorchester, Brighton, Hyde Park and South Boston (depending on where the client lives).

The program is not a one-person or a one-agency program but a collaborative program.

Please email ahernandez@halebarnard.org if interested.


  • Financial Planning
  • Bookkeeping
  • People Skills
  • Financial Service Assistance
  • Financial Literacy

Good Match For


Requirements & Commitment

  • Background Check
  • Must be at least 21
  • Orientation or Training
  • 1 year requested

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