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STRUGGLING TO KEEP YOUR PARENT’S DAILY AFFAIRS IN ORDER?
Maybe you...
  • Are part of “The Sandwich Generation” and feel overwhelmed taking care of your children and parents at the same time
  • Live far away from Mom and Dad
  • Don’t have the time or the skill-set to take over managing their daily money matters
People
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More than 50% of Americans in their 40’s are “sandwiched” between their aging parents and their own children.

Emotional Stress
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Roughly 33% of sandwich generation caregivers report a high level of emotional stress; and 20% report high levels of financial and physical strain.

YOU DON’T HAVE TO DO IT ALL BY YOURSELF!

Helping your parents manage their daily affairs is a sweet, selfless act. But you don’t have to do it alone. Managing two households is a big undertaking, and we can help!

OUR SERVICES INCLUDE:
  • Daily Money Management: bill-paying, mail review, budgeting, bank and credit card statement reconciliation, etc.
  • Vendor Troubleshooting
  • Financial Organization
  • Appointment and Calendar Management
  • Assistance with Medicare, Medicaid, and VA Forms
  • Professional Services Coordination
  • Professional Fiduciary Services
  • Transition/Moving Coordination
  • Computer Skills Assistance
  • Referral Resource
  • Protection against Fraud and Scams

WHEN YOU CAN’T BE THERE … WE CAN!

“I became acquainted with Barbara two years ago when my mother needed bookkeeping and bill payment assistance. Mom lives in a retirement community in Atlanta, Ga. … none of her three children live there and it had become burdensome, not to mention fraught with worry, about what and how to manage going forward … I began to get acquainted with Barbara through emails and phone conversations. Her personable tone and intelligence came through immediately … She has been stellar in her response to me, my mother, and forthright with necessary suggestions and changes as my mother’s health and mental awareness diminishes. I recommend Barbara and her entire firm to anyone who needs help like I’ve described.”


Daughter of a past Senior Partners client in Scottsdale, Arizona

Your Senior Partners