Transparency = Choices

Clear View Senior Solutions is a transparency service that helps families make informed decisions for a better tomorrow. We provide a thorough review of current accounts, identify inaccuracies and predatory practices, and recommend ways to save on monthly expenses. We realize the time and effort it takes to make these life- enhancing changes and we do the work to ensure there are no surprises when financial questions are brought up in the future.  Our comprehensive process includes the following steps:

 

• Intake: We have a detailed checklist to ensure we have all the necessary information to proceed efficiently.

• Audit: We perform a thorough review of all accounts with payments to check for predatory practices, duplicate charges, and excessive fees. We also compare utility companies to ensure you're getting the best price. Rest assured, for this step, we only require account statements with all sensitive information redacted. Your financial well-being is our top priority.

• Findings: We will share all findings with you, including a before-and-after snapshot for your review.

• Automation: We will set up accounts for online access and automatic payments where this is applicable.

• Organization: We can assist with home organization and conscientious recycling for those who need cleaning out and/or streamlining their homes to make it more efficient and safe.

• Mobile Notary services:  Our team is licensed/bonded and can provide this service on site for your convenience.