A Personal Assistant That Understands The Business of Being a Senior

The 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 & Balance