Manage Finances

We operate as a community based, bonded and insured, nonprofit, Fee-for-Service payee for those who are not able to handle their finances themselves. Our clients are typically mentally and/or physically unable to make decisions on how to spend or save their money. Our clients are usually referred/assigned to us by an outside agency, but we also handle independent accounts for family members who can no longer deal with the money issues of the relatives.

Court Appointed and Record Retention

When we are assigned a client (if it is an outside agency) we may be a court appointed custodian and/or guardian. When we are court appointed, we have to be bonded for each individual client. We are required to keep a written record of how all monies are spent and saved on behalf of the client and present a yearly audit of our clients accountings to the court. If we are not court appointed, there is an accounting process that has to be presented yearly to the agency who refers the client.

Custodian Duties

As the custodian, our duties are to collect all monies (benefits) that come from said outside agencies, deposit the monies into a bank account. We are required to visit the clients homes and make sure that all of their day-to-day needs are met, such as: food, clothing, and shelter. With the remaining monies it is decided by P.A.M. how much the client will be able to draw for an allowance, how much is left in their bank account, and how much is saved in a savings account for future purposes, such as: to buy a house, purchase a car, buy a bicycle, have air conditioning installed in their house, get a new refrigerator, or buy some furniture. We find and hire all maintenance, groundskeepers, and housekeepers that the clients may need. We may schedule for those services and we set up billing accounts if needed.

Legal Guardian

As a legal guardian, our duties include those of custodian along with the responsibility to be their advocate in legal decisions such as finding and purchasing a home. It also includes making sure the clients credit is cleaned up, including but not limited to, finding all overdue bills/accounts that the client has outstanding and resolving/paying them.