Concierge support with expertise in daily money management, Medicare/insurance navigation and home management. 

Financial caregiving begins here.

The business of home, health and finance in the digital age weigh on the shoulders of our senior community.  Senior Checks & Balances is your personal assistant that understands the business of being a senior today. LEARN MORE

Healthcare

Assistance with paper claims, MyChart (EHR), Medicare (MA/A/B/D) statements, enrollments, commercial statements & post visit docs

Legal/Estate

Coordinating with your legal counsel on wills, DNR, POA (health &/or property), directives & trusts

Wealth Management

Working in concert with your money management advisors and CPA to insure your assets are working for you

Insurance

Paper & online interpretation of property, auto and life insurance policies, riders & premiums

Home & Lifestyle

Management of mail, bills, utilities and other household services. Additional services include home organization, shredding projects and move assessments/management

Our parents were reluctant to leave their home of 40+ years because they feared the unknown. They didn’t have a good grasp on their finances and dreaded the uncertainty of knowing whether they could even afford to move. SCB changed everything. By helping them develop a cash-flow statement, she empowered them with clear knowledge of their financial situation. Their fear was replaced with optimism, and now they actually are excited about the prospect of moving out of their house and into something more manageable for their health and their age. their advisor also counseled them on protecting their assets and was able to advise our parents on how to organize their finances in such a way that helps not only them but those of us who survive them when that day ultimately arrives. We will be forever grateful and enthusiastically recommend her to anyone in need of her assistance. – Andrea

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Services Exclusively For Seniors

Simply, Senior Checks and Balances will insure that your household runs efficiently and that your retirement remains safe and secure. Whether it is a monthly meeting to review bills, mail or health claims or a larger scale project to prepare for a move or life event – Senior Checks and Balances will design a plan that you understand and can control. Senior Checks and Balances is simply that extra set of eyes that is familiar with the nuances and possible pitfalls inherent in retirement and healthcare budgeting. Senior Checks and Balances’ goal is to insure that your household, finances and medical coverage operate efficiently without undue stress.