Personal & Financial Assistance

Personal and financial assistance is a vital service that helps seniors maintain independence, security, and peace of mind in their daily lives. At HealthSense, we understand that to provide such trusted and comprehensive support, we must spend meaningful time with each client and, when appropriate, their family—listening to their priorities, understanding their lifestyle, and learning who they rely on for guidance and decision-making.

  • Day-to-Day Personal Needs | such as scheduling appointments, managing correspondence, and handling important documents

  • Financial Organization | including bill payment, budgeting, and record keeping to ensure nothing is missed

  • Income and Expense Tracking | helping clients stay informed and in control of their finances

  • Benefits and Insurance | reviewing coverage, filing claims, and coordinating with providers to maximize available resources

  • Household Management | overseeing home maintenance, service providers, and vendor relationships

  • Risk Prevention | identifying potential vulnerabilities such as missed payments, scams, or financial exploitation

  • Support Network | connecting clients with trusted professionals such as accountants, attorneys, and financial advisors

With every step, our goal is to simplify daily life, protect our clients’ financial well-being, and give families peace of mind knowing every detail is handled with care.

We work with the team to ensure your loved one and family are supported every step of the way.

  • Offering clear, practical recommendations to help keep daily life organized and stress-free

  • Helping arrange trusted financial safeguards such as Powers of Attorney and simple, reliable bill payment systems

  • Protecting against fraud and financial exploitation through oversight and guidanc

  • Assisting with organizing important paperwork — from insurance policies to wills — so it’s always easy to fine

  • Suggesting ways to make the home safe, comfortable, and easier to manage

  • Connecting clients and families with caring, reputable professionals who can offer specialized support when needed

“When my father’s health began to decline, I felt overwhelmed by the paperwork, bills, and constant phone calls from insurance companies. HealthSense stepped in and took all of that off my plate. They organized his finances, set up a simple bill payment system, and even spotted errors in his insurance statements that saved us money. Most importantly, they treated my father with dignity and respect, involving him in decisions and making sure he still felt in control. I could finally focus on being his daughter instead of his administrator, and that peace of mind is priceless.”

Feel Confident About Your Aging Loved One’s Care

Expert care management and advocacy to help seniors live healthier, safer, and more independent lives.

We help families in the New York metro area take the stress out of senior care. With 30+ years of experience in Aging Life Care™, our nurse care managers guide you through complex medical decisions, coordinate care, and provide personalized support—so your loved one can thrive and you can breathe easier.

We believe aging should be lived fully—with dignity, safety, and connection. Our mission is to support lasting wellness through expert care, compassionate advocacy, and personalized solutions that help seniors thrive at every stage in accordance with the Aging Life Care Association.

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