Senior Checks & Balances

dreamstime_xxl_107902934Your one-on-one resource for home and money management exclusively serving the senior community.  Whether it is managing bills and home maintenance, in-depth projects to evaluate the efficiency of your budget or preparing for a move, Senior Checks and Balances will work with you and your loved ones in complete safety and confidentiality.

Many seniors find themselves floundering with or drowning in monthly bills, home maintenance, Medicare/insurance compliance and retirement finances.  Add on today’s digitization of banking & enrollments’ and many people begin to lose their grasp on their monthly budgets.  That’s where Senior Checks & Balances comes in.

Simply, Senior Checks and Balances wants to insure your household is running efficiently and that your retirement remains secure.  Whether it is a monthly meeting to review bills, mail or health claims or maybe a larger scale project to prepare for a move or life event – we will lay out a plan that you understand and can control.  Senior Checks & Balances is simply there as the extra set of eyes that knows the nuances of retirement and healthcare budgeting.  We are at your side to keep your home running smoothly.

Senior Checks & Balances prides itself on personally tailored services in the privacy of your own home.  Moreover, our services do NOT require you to share any personal information – our role is insure that your household, finances and medical coverage operate as a well oiled mechanism.

Contact us today to discuss your concerns and goals.

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Two months ago, I brought Senior Checks & Balances on to review my monthly credit card billing and subscriptions. I was immediately pleased with their knowledge and efficiency. Since then, I’ve had them in twice each week to assist with various projects including Medicare billing, organizing my files, charitable donations, switching insurance carriers and getting ready to go to Florida for the winter. While I’m away, I’m trusting Jill to assist with items around my home as they come up as well.

I highly recommend Senior Checks & Balances services. Jill is a joy to have helping me in my home!

Walter G.

“I have been working with Senior Checks & Balances for 6 months now and I look forward to their weekly visits!  Not only have we been cleaning out the mountains of paperwork my husband & I accumulated over the decades, Senior Checks & Balances also helped create clarity on so many levels with what documents needed to be kept and what should be shredded.  This has been such a weight off my shoulders!  I never thought I’d get organized and have everything simplified.

Senior Checks & Balances has also helped me create a budget, Medicare enrollment and even helped book my travel!  They have taken so much stress away from my life.  It’s so reassuring to know that my best interests are being looked after.  Just this past month, I was able to send my income tax package to my CPA in record time thanks to Senior Checks & Balances’ help!”

  • Judy B., February 23, 2018

Judy B.