Your 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 and health claims or a larger scale project to prepare for a move or life event, we will lay out a plan that you understand and can control. We are simply there as the extra set of eyes that knows the nuances of retirement and healthcare budgeting. Senior Checks and Balances is 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.