Daily Life and Money Management for Seniors
Life gets more complicated. We help simplify it.
Getting older shouldn't mean losing control of your own life. But between managing finances, coordinating medical appointments, navigating technology, and handling the paperwork that never seems to stop — it can start to feel that way.
Senior Concierge Services provides friendly, hands-on support for older adults in Gallatin County and Ennis, Montana. I work one-on-one with each client — and their families — to organize the details, solve the problems, and build simple systems that make daily life easier.
I'm Kim Scurry, and I started this business after helping my own parents navigate these challenges. I know how overwhelming it can feel — for seniors and for the adult children who want to help but can't always be there. That's exactly what I'm here for.
Ready to talk? The first conversation is free, and there's no pressure.
Serving Gallatin County and Ennis, Montana
Our Services
Reduce stress by managing details that pile up
Support independence with compassion and detail-orientation
Provide trusted organization and communication
Help with major life transitions in a gentle way
Financial & Paperwork Support
Paperwork and finances can quickly be daunting in a digital world. We help create clear, manageable systems to organize paper and online documentation.
Manage and organize mail, bills and important documents offline and online
Set up online bill payment systems and autopay where appropriate
Monitor for missed payments, unnecessary subscriptions and potential fraud
Help create simple budgets and monthly summaries
Provide clear reporting for clients and, if desired, family members
Home Management
Keeping a home running smoothly can become challenging over time. Senior Concierge Services helps coordinate and oversee the practical details of home life so clients can stay comfortable and safe.
Find and coordinate trusted cleaners, caregivers, snow removal, and maintenance providers
Manage routine home services and follow-up
Declutter and organize through gentle, staged projects
Arrange donations, recycling and haul-aways
Manage home improvement projects by identifying, evaluating and coordinating contractors
Appointments and Digital Assistance
Manage appointments, records and technology can become increasingly complex. We help organize and simplify these esssential tasks.
Help maintain and organize calendar appointments
Help find medical providers and schedule appointments
Organize medical billing and documentation
Maintain records of appointment outcomes and provider communications
Ensure prescriptions are current and medication routines are structured
Assist with phones, computers, passwords and online accounts
Provide education on how to identify scams and keep you safe online
Transitions & Move Support
Life transitions such as downsizing, relocating or moving into senior living can feel overwhelming. We provide calm guidance and hands-on coordination every step of the way.
Evaluate housing options and planning timelines
Support your understanding of senior living options including costs and amenities
Pre-move planning; what to keep, sell, donate or discard
Coordinate movers, cleaners, haulers and utility changes
Update address changes and help with new home set-ups
We can help you with:
Although we customize our services and pricing plans for each client, depending on the need, here are some specific things we can help you with:
Monitor and investigate unneeded subscriptions
Manage transition from expensive cable tv to streaming services
Develop password management system
Manage insurance claim paperwork
Make travel arrangements
Find and coordinate trustworthy home cleaners
Clean out and organize paper files
Digitize files
Set up auto-pay for regular bills
Build reports for budgeting and spending
Organize annual tax documents
Make medical appointments
Organize medical documents
Teach basic mobile phone usage
Evaluate senior living options
Manage yard and sprinkler services
Hire home maintenance providers for furnace, AC, gutters, snow removal
Coordinate transportation
Declutter spaces; arrange donations and haul-aways
Set up a zoom call with family
Find a local Bridge game
Arrange transportation
Send an e-card to a friend
Make a digital photo album
Teach you how to use Uber
Order grocery delivery
Arrange tours of assisted living facilities
Teach you how to avoid scams
Teach you how to send pictures via text
Set up calendar reminders
Getting Started
We have a simple process to get started:
1) Consult - We meet with you in person or over the phone to determine your needs and preferences in a free consultation.
2) Review - We will review your situation, available documents and come up with a recommendation and moving forward.
3) Get going - Through simple, straightforward systems, we begin help to manage your daily life and projects.
4) Check In - We check in with you regularly, provide reporting, monitor accounts or calendar and ensure we are meeting your needs.
I’m Kim Scurry.
I started Senior Concierge Services to provide compassionate support to older adults and their families during everyday life and major transitions. Senior Concierge Services is built out of experience helping my own parents, seeing a clear need in the community and having the desire to do meaningful work after a career in technology operations.
Having lived in the Gallatin Valley for 30+ years, I am rooted in the community and serve as a volunteer for several local organizations. I pair local knowledge along with a desire to make a difference in peoples’ lives.
My history of attention to detail, the ability to create practical systems, and navigate change can help seniors remain confidently independent longer while providing reassurance for families. I work closely with clients to build trusted relationships and provide customized support.
Contact Us
Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!