A Personal Assistant That Understands The Business of Being a Senior

christian-bowen-Cc10IJDoj78-unsplashThe family home is something to be cherished.  Filled with memories, tradition and comfort, the home is a source of pride and identity for many in the senior community.

As the technology and services of utilities & home maintenance evolve, the overall needs for those aging in place will inevitably change over time too.  Today, there are a host of in-home caregiving options within the healthcare spectrum.  Yet, the business of running and caring for your home & maintaining lifestyle as you or your loved ones age in place are few & far between.  Consider us your home & lifestyle caregivers.

Running a household has so many moving parts – groceries, cleaning, landscaping, utilities, auto care/transportation and on and on.  This just scratches the surface for the senior community – add in the Medicare landscape and managing Social Security, 401k, pension or other investment income……. Being a senior is a full time job these days.

Senior Checks & Balances prides itself on custom project plans for each of our clients.  Providing the security that insures your monthly budget is being met, initiating a “slim down” of household contents, managing the safe/secure disposal of documents, Medicare/insurance management expertise and coordination of your other professional services (CPA, CFA, legal and so forth) – we care for your home and lifestyle.

  • Mail / Bill Management
  • Household budgeting
  • Medicare/insurance enrollments
  • Claims monitoring
  • Home/Vendor Management
  • Prepare for a move or in home services
  • Household organization
  • End of Year Financials – Distributions & Donations Tracking
  • Tax Prep
  • Healthcare spending tracking

Each Certified Senior Advisor® holds expertise that makes managing all the moving parts of your lifestyle & estate easy and stress free.  We’re the personal assistant that understands the business of being a senior.

Senior Checks & Balances serves the Chicagoland area on a one-on-one basis in the privacy & security of your home and DOES NOT require the transfer of any personal information.  Complete security.

Published by SrChecksandBalances

Native of Chicago's North Shore, Jill is the Founder of Senior Checks and Balances - a one on one consultancy that works with the senior community to insure financial security and efficiency. Jill is a graduate of Miami University (OH) with a degree in Economics, is a Certified Senior Advisor and member of the Association of Daily Money Managers.

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