How It Works

During the COVID-19 pandemic, it is more important than ever to help older adults and people at-risk.  Learn how Guide Change can help you.

HOW TO HELP OLDER ADULTS WITH MONEY

FIRST

Financial Reporting for Older Adults

When it comes to managing money, Americans generally are doing a terrible job.  The majority of people live paycheck to paycheck and don't have an emergency fund.  For older adults and people at-risk, poor money management leads to poor quality of life.

Online Financial Service

Guide Change can help you better plan and manage money for older adults and people who are at risk.  We are an online financial tool that you can use to compare spending, create a budget, identify potential benefits, avoid fraud, and more.

You can use the Guide Change tool to create a customized financial report especially designed to meet the needs of caring for older adults and people who are at risk.

SECOND

Customize Your Financial Report for Older Adults

After you decide what type of financial report you are interested in, then you can decide how comprehensive you wish to make the report.

Financial Data Aggregation Options

Guide Change uses a financial data aggregation tool to easily and securely allow you to gather financial information.  You can decide which accounts to you wish to include when creating your customized financial report.

Choosing accounts used for regular spending will help you create a budget.  Also, accounts selected will be reviewed using our red flag technology to search for potential fraud as well as ways to save money.

THIRD

The Output: A Custom Report to Help You

What is in My Financial Report?

Your financial report will include numerous details that will help older adults.  The report looks at over 100 factors to determine if spending is in the best interest of the person.

Once you have made your choices, Guide Change will generate a custom, personalized financial report designed to protect and assist older adults and people at-risk.

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