The Senior Money Service

Organize and Protect A Loved One’s Daily Finances

Carefull is a digital service that safely monitors client accounts and analyzes spending, behavior, bill payment dates and more- providing alerts and recommendations to seniors and those who help coordinate finances for them.

There are 45 million Americans who coordinate or contribute to the daily financial matters of an aging loved one- watching bills, spending, budgets, and checking bank accounts daily for the over $50BN of elder fraud that occurs each year. Carefull exists to take the pain and work out of this “financial caregiving” behavior for loved ones and their advisors. Carefull is a second set of eyes to help seniors or those who support them stop small issues from becoming big ones, see the entire financial picture, and include a trusted circle of those who need key information- all with bank-level security.

Includes Senior Finance Monitoring, credit monitoring, and identity theft protection with up to $1M in reimbursement for stolen funds. 5 minutes to set up.