Services Exclusively for Seniors

dreamstime_xxl_61134161What can Senior Checks and Balances do for you or your loved one?

  • Home, utility and financial help:
    • Let’s set up regular time to review your mail and bills to insure that all obligations are being met.  From cable bills to real estate taxes – your budget will be a well oiled machine.
  • Home upkeep and management:
    • Is it time for the landscaper to do a clean up?  Does there need to be minor repairs managed around the house?  We will price out and manage all professionals for maximized efficiency and minimized cost.
  • Aging in Place or ready for a move?  Our priority is yours.
    • Managing and advising on the household budget that will either allow for long term residence in the family home or overseeing the transition into a downsized or assisted living residence.
  • Medicare and insurance management
    • Assistance with annual enrollments, claims monitoring and tax implications.

The core services of Senior Checks and Balances are 100% consultative and tailored to your specific wants and needs.  All interaction is one on one in the privacy of your own home and does NOT requires the transfer of any personal information.