“Independent living is not doing things by yourself.  It is being in control of how things are done.”  
Judith E. Heuman

I believe that it is extremely important that seniors feel they have control over their daily tasks and business.  As the quote above so perfectly states, it is not that you have to do everything yourself, but that you have a say in how it is done.  As a Certified Senior Advisor (CSA) I can assist you to:

  • Organize and action your mountain of mail
  • Review bills and confirm accuracy of charges
  • Conduct basic bill pay and check deposit
  • Prepare checks for signature or prepare for online payments
  • Monitor investment accounts for accuracy
  • Negotiate with third parties concerning bills, insurance claims and other household issues
  • Monitor credit card activity to avoid fraud
  • Inventory and photograph personal valuables
  • Work with your CPA, attorney or other financial advisors to ensure that your records are ready for tax preparation
  • Provide resources for information on Social Security, Medicare, Medicaid, Long Term Care Insurance, and reliable elder-service professionals
  • Non-fiduciary support for Fiduciaries
  • Other custom services as required and agreed upon