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CSI Overview
Caring for elderly loved ones or people with
disabilities is an honorable undertaking. Caregivers
often become overwhelmed when they must take on the
added responsibility of providing financial oversight and
paying monthly bills. Where can they turn for help?
CSI, Inc. (Comfort, Security, Independence) is a Hawaii
nonprofit whose experienced case managers specialize
in managing the financial affairs of the elderly or people
with disabilities. Because CSI works exclusively with
this group, it is uniquely qualified to navigate the complex
financial challenges and social circumstances often
faced by these individuals.
Since 1987, CSI has safeguarded the financial assets
of those who may be vulnerable to financial loss through
the following services:
- Caregiver Background Checks
- Ongoing Caregiver Monitoring
- Lifetime Budget Planning
- Bill Payment and Mail Screening
- Health Insurance Filing
- Bill Negotiation
- Monthly Bank Reconciliations
- Record Organization and Reporting
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Q: How does CSI help people?
A: CSI helps protect the assets of those who may
be vulnerable to financial loss by providing oversight.
CSI provides fast and accurate personal bookkeeping and
acts as a neutral third party in handling family assets.
Professionals use CSI because it is knowledgeable, fast
and accurate. Families use CSI because it allows them
to focus on their loved ones instead of their financial affairs.
>> Read More FAQ’s
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 Based on my personal experience in which my firm has worked in tandem with CSI, I recommend CSI, without reservation, to those in need of trustee, guardianship or conservatorship services
- Scott A. Makuakane, Attorney, Est8Planning Counsel, LLC’s
>> Read More Testimonials
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