Financial Management Services
Children & Families of Iowa’s (CFI) Financial Management Services (FMS) provides services to individuals unable to manage financial responsibilities on their own, helping them to live as independently as possible. Individuals may require assistance with financial management for various reasons. FMS also serves minors and the elderly, two demographics vulnerable to financial exploitation. CFI is a representative organizational payee and follows Social Security guidelines for representative payees.
Services provided:
CFI’s FMS works with individuals to develop financial plans based on their needs. This is done by:
- Establishing budgets
- Managing financial accounts
- Assisting with banking tasks
- Advocating with referring agencies, case managers, creditors and other parties involved
For more information, contact:
515.697.7975