Our mission is to empower and foster independence among older adults by protecting assets, managing financial affairs and providing supportive services to those in need.

As Conservator or Trustee, Catholic Charities can manage your finances and protect your income. We reconcile accounts and pay bills monthly, while planning long term to conserve your money and assets.

If you have concerns or questions about your present budget, our Financial Manager can help. Our Budget Consultation Service can help you create a new financial plan to make life less stressful.

How do I know if I need a Conservator or Trustee?

Meet with a financial manager for an Initial Advisement Assessment to identify your needs and to learn more about our services. We include as many sessions as necessary to complete our Assessment so that you feel confident to make an informed decision.

When can I meet with a financial manager?

Our office is open from 8:30AM – 5PM, Monday through Friday. We take office appointments and/or make home visits for your convenience.

How can I schedule an appointment?

To schedule an Initial Advisement Assessment, contact Kerry Blacker at 303.742.0828 X496.

How much does this cost?

Financial management and Consultation Programs have reasonable hourly rates. For more information, please call Kerry Blacker at 303.742.0828 X496.

Conservator and Trustee Services

• Conduct initial and on-going assessments
• Review bills to determine proper payment
• Create a budget based on your needs
• Organize tax documents
• Provide benefit information to social service agencies or medical facilities involved in your care
• Advocate on your behalf in hospital systems and housing facilities
• File all appropriate reports and documents to the court
• Communicate with family members and other parties involved in your care
• Provide appropriate referrals to outside agencies/organizations

Budget Consultation

• Conduct budget status review
• Provide assessment of income and expenses
• Develop financial goals
• Identify helpful public programs and resources
• Create individualized budget plan