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  • Writer's pictureEngage PT, OT, SLP Therapy and Wellness

Tips from Jamie, OT - Financial management



If you’ve had occupational therapy now or in the past, you may have practiced tasks like dressing, bathing and self care. But did you know, occupational therapy can help you develop tools and strategies for more complex tasks like money management? 


Occupational therapy focuses on daily living skills you need to do, want to do, or have to do. Managing your finances is important for many reasons including to support and care for yourself or others. Financial management can be stressful and overwhelming at times. Here are some ways that occupational therapy can help, directly and indirectly.


Your occupational therapist can help you plan your budget. This means balancing your income with spending on items that are necessary or a part of your daily routine. Budgeting can be impacted by changes in memory, attention, organization, time management and more. Occupational therapists are experts in analyzing the task to find areas of concern, and break it down into achievable steps for you to complete. 


Some tips your occupational therapist might provide are:

  • Keep your financial information in one safe, secure and organized place.

  • Review and stay on track with your finances frequently: this might mean weekly checking your accounts, balancing your checkbook.

  • Use a calendar to track due dates and bills. 


If you’re looking for more tips from an occupational therapist on financial management check out our video from our OT! Reach out to Engage therapy and wellness at 315-810-2423 today and see if occupational therapy may be right for you! 

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