Financial Management & Employment Services
We provide a variety of financial management programs to assist individuals with their needs and goals. Talk to our team today to find out how we can help.
RiseWell Community Services provides a variety of financial management programs to assist individuals with disabilities.
The goal of the Financial Management Program is to increase an individual’s financial stability, maintain safe housing and develop their financial skills. RiseWell assists the participant with support in order to achieve self-sufficiency and independence!
RiseWell Community Services can serve as a Representative Payee and provide financial management services to individuals with a primary psychiatric diagnosis who are experiencing difficulty managing their finances. Individuals may voluntarily participate in the program or come to us under a court order. A doctor must certify in writing the individuals’ need for representative payee services.
RiseWell Community Services’ Veterans Fiduciary Program provides money management services to disabled service connected veterans. This is a fee for service program with the fee set by the Veterans Administration. The VA appoints RiseWell to serve as fiduciary based on the veteran’s inability to manage or direct their own finances.
As fiduciaries, we work with the veteran, their social worker and field examiner to develop a working budget. We utilize the veteran’s VA benefit to pay rent, utility costs, medical expenses and any other miscellaneous expenses. We issue a VA approved personal needs allowance based on the individual’s needs and resources.
RiseWell is responsible for reporting any changes that could affect the veteran’s benefits. These changes can include: change of address, change of income, death, incarceration and hospitalizations. These changes are reported to the VA Field Examiner and/or the VA Fiduciary Unit.
We are required to maintain a federally insured savings account(s) for the veteran. Any funds not spent on the veteran’s behalf are saved in these interest bearing accounts. RiseWell is required to maintain all financial statements with regards to these accounts. A yearly accounting is provided to the Department of Veterans Affairs and the veteran.
Many people are concerned that an inheritance or a sudden windfall of money may cause difficulties for individuals with disabilities who are receiving government benefits. Assets can disqualify an individual from receiving SSI and Medicaid benefits in New York State.
In response, RiseWell Community Services has established a community pooled trust for individuals with disabilities. RiseWell’s Community Trust Program will provide for the future needs of people with a physical, mental, or developmental disability without jeopardizing public benefits. Funds from the trust can be used to supplement the individual’s needs.
The Community Trust allows individuals with disabilities, their parents or grandparents to fund a trust account on behalf of the individual.
Disbursement Form—See attached Word Document
Help Sheet—See attached Word Document
For more information on any of the above programs, please contact Financial Management Services at (631) 321-9556
Our Supported Employment Services are offered to those recovering from mental illness who are ready to engage in meaningful work! Whether returning to the workforce or entering it for the first time, our program is designed to focus on an individual’s skills and strengths in order to help them find and successfully maintain employment. We guide individuals to make informed decisions about their career paths with support including resume creation, job searching, job applications, prep for interviews, and developing work skills…with continued support! Through our program, participants also receive assistance in planning and managing SSI and SSDI as well as other public benefits.
RiseWell Community Services can work with individuals seeking employment through the Supported Employment Program at ACCESS-VR. This intensive program is for individuals who need support with finding, securing and successfully maintaining competitive employment in the community. RiseWell’s Employment Specialists work one-to-one with individuals in order to assist each person with meeting his or her employment goals. Individuals who may be eligible for this program must be highly motivated to find employment, in need of job coaching whether on the job or off-site, in need of ongoing support and must be able to get to and from the work site independently.