Home, utility and financial help:
We will schedule a regular time to review your mail and bills with you to insure that all your obligations are being met on time. From cable bills to real estate taxes – your household will be function efficiently and smoothly.
Home upkeep and management:
Is it time for a landscaper clean up? Do minor household repairs need to be scheduled and managed? We will price out and manage all services and professionals for maximized efficiency and at minimized cost.
Aging in Place or ready for a move? Our priority is yours.
Both managing and advising on best options for long term residence; either in the family home or the comfortable and safe transition into a downsized or assisted living residence.
“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
Medicare and insurance management
Assistance with annual enrollments, claims monitoring and tax implications.
The core services of Senior Checks & Balances are 100% consultative and tailored to your specific wants and needs. All interaction is one-to-one in the privacy of your own home and will NOT requires the transfer of any personal or sensitive financial information.