Protective Payee Services

Protective Payee Services

Formerly known as Financial Management Service (FMS)

Managing Budgets for Vulnerable Individuals

Children & Families of Iowa’s (CFI) Protective Payee Services (PPS) provides services to individuals unable to manage financial responsibilities independently, helping them live as independently as possible. PPS serves individuals who may require assistance with financial management due to various disabilities, including mental health conditions, basic skills deficiencies, and older adults vulnerable to financial exploitation. CFI is a representative organizational payee and follows Social Security guidelines for representative payees.

Services Provided

CFI’s PPS works with individuals to develop financial plans based on their needs. This is done by:

Establishing budgets.

Managing financial accounts.

Create ongoing monthly budget.

Provide analysis on existing bills and outstanding debt.

Provide all banking cashflow needs for client.

Advocate with referring agencies, case managers, creditors and other parties involved.

Contact Us

Get in Touch — We Can Help

If you have questions about CFI’s Protective Payee Services, please reach out! Someone from our team will respond as soon as possible. Thank you!