The Thom-Boy Project

Fiduciary and Representative Payee Services

The Thom-Boy Project is a non-profit organization that assists all types of retirement and disability recipients to effectively and ethically manage and protect their monthly income.

Our agency can be selected by a client or appointed by a paying agency.

When making an important decision such as selecting a payee, a client and

their supportive care team need to understand how vital the relationship

is between a Fiduciary or Representative Payee and a client.

We have completed significant research on Fiduciary and Representative Payee services and urge you to consider the following:

Most Fiduciaries or Representative Payees may not be local to their clientele and have a single office location where they may or may not see clients in person
Because of the distance, lack of ability to communicate or misunderstanding between a client and a Fiduciary or Representative Payee, the payee can wind up having to be reactive to a client’s needs or issues
According to those we polled, there is minimal to no financial reporting to the client with other Fiduciaries or Representative Payee service providers

Considering that the majority of Fiduciary or Representative Payee clients are limited with transportation options, access to cell phones or computers, their relationship with a non-local agency could potentially be limited. If a client suffers from a mental disability, the term “potentially limited” is only partially descriptive because the client’s frustration can add highly dramatized interactions that usually do not end well.

So now let’s look at The Thom-Boy Project and what we offer to our clients:

Our goal is to meet face-to-face where the client feels most comfortable. For long distances, this may not always be possible, so we ask a partner agency to allow an electronic interview via a web cam. Either way, this means we “travel” to them

Because of our initial and monthly meeting philosophy, we are more able to develop a full view of the client’s needs as well as their wants. This allows us to start with a plan for the client and eliminates continuous, reactive problem solving

We communicate in whichever manner the client is most comfortable, in-person, text, phone or webcam and of course face-to-face at least monthly when there are no public health concerns.

Each month, the client may elect to receive a full statement of accounting showing their income, debts paid, spending cash and balances from the prior month

We believe and tell every client that our efforts are for them - “We work for you” is how we do business

These differences are vast for our clients and it’s exactly why our business model is so flexible. We started The Thom-Boy Project as a means to help people manage their funds properly, and that’s precisely what we do. Our call to rally is to provide Representative Payee assistance to those who need a little extra help managing their monthly income. Licensed and bonded, each client can be assured that their money is being used for only their needs!

We offer exceptional service, work with the highest integrity, become part of a client’s Care Team and remove any barriers to their comfort and understanding of their financial health.

Call, text or email us and begin The Thom-Boy Project Fiduciary and Representative Payee partnership today!