Personal Finances Administration

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The structure of the services index and definitions of the terms contained herein were originally published in A Taxonomy of Human Services: A Conceptual Framework with Standardized Terminology and Definitions for the Field by the Information and Referral Federation of Los Angeles County, Inc., 3035 Tyler Ave., El Monte, CA 91731; Copyright (c) 1983, 1987, 1991. No part of this listing of human services terms and definitions may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, electrical, mechanical, photocopying, recording or otherwise without the prior written permission of the Information and Referral Federation of Los Angeles County, Inc.

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Taxonomy Code: DM-6000

Programs that help people develop a plan for managing their money and that assume responsibility for investing the funds and/or making the payments on the individual's behalf in accordance with the plan.

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There are 7 matching records.
Service NameDescriptionLocationProgramAgency
Advantage Credit Counseling Service - PittsburghProvides the following counseling services: budget, credit, bankruptcy, first time homebuyer, reverse mortgage and mortgage delinquency prevention. Debt Management Program available to assist clients in repayment of unsecured debt. Speakers available for group financial literacy workshops. Money management classes available at Pittsburgh office. Most counseling services are available in person, by telephone and via the internet. AlleghenyConsumer Credit Counseling Service of Western PAAdvantage Credit Counseling Service
Allied Services - In-Home Services - Williamsport OfficeProvides home health services to assist persons with disabilities and older adults with activities of daily living (ADL) to promote independent living; Services include:
  • Homemaker services such as shopping, laundry, light housekeeping, and meal preparation
  • Fiscal management
  • Personal care Assistance with self-administered medications, feeding, bathing, grooming, assistance with ambulation, toileting, and transfer activities
  • Attendant care for eligible adults under the age of 60, who are mentally alert and physically disabled, helping them live as independently as possible in their own homes while they seek or maintain employment
  • Respite care
  • Service coordination
  • Activities of daily living
LycomingAllied Services - Williamsport OfficeAllied Services
Communities in Schools of Philadelphia - Financial LiteracyThe U.S. Financial Literacy and Education Commission defines financial literacy as the ability to make informed judgments and to take effective actions regarding the current and future use and management of money. The components of financial literacy should include the ability to: understand financial choices, plan for the future, spend wisely, and prepare for life events such as job loss or saving for retirement.PhiladelphiaCommunities in Schools Philadelphia - Philadelphia; Art MuseumCommunities in Schools of Philadelphia
Credit Counseling Center- Doylestown Office - Financial Literacy and CounselingProvides financial literacy and financial counseling services to assist people with budgeting, bankruptcy, establishing credit, foreclosure prevention and mortgage planningBucksCredit Counseling Center - DoylestownCredit Counseling Center
Operation Hope - Banking on Our Future - Financial EducationProgram provides four (4) one-hour workshops on financial education for youth ages 8-18 on the following topics: (1) Basics of Banking and Money (2) Budgeting (3) Bank Accounts (4) Credit The programs are taught by trained volunteers from the financial or education sector and taught at your school or agency.PhiladelphiaOperation Hope - Philadelphia - Philadelphia; Northeast PhiladelphiaOperation Hope - Philadelphia
Perry Human Services - Service Planning Case ManagementProvides individual supportive counseling, including case management to coordinate services and representative payee services to assist those who are unable to manage their personal finances.PerryPerry Human ServicesPerry Human Services
Ursuline Support Services - Money Management ProgramAssists low-income elderly persons who have difficulty with their financial affairs and have problems maintaining their finances. This program matches trained volunteers with seniors that need help budgeting and assuring their bills are paid on time. The volunteers prepare bills for payment, assist with checking writing, and balance checkbooks. One of the core concepts of the program is to keep seniors financially independent while assuring that all their monthly obligations are met.AlleghenyUrsuline Support ServicesUrsuline Support Services

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