Senior Checks & Balances

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Your one-to-one resource for home and money management, exclusively serving the senior community. Whether managing bills, home maintenance, or in-depth projects to evaluate the efficiency of your budget or when 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 or drowning in monthly bills, home maintenance, Medicare/insurance compliance and retirement finances. Combined with today’s digitization of banking and enrollments, many people begin to lose grasp of their monthly budgets. This is when Senior Checks and Balances can help seniors and their loved ones.

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.

Senior Checks and Balances offers personally tailored services that do NOT require you to share any personal information.

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.