Judy B.

“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

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.