Our team uses Quicken® to enter and reconcile your credit cards, personal checking, savings, loans, and other accounts. This enables us to provide you with income and expense information that is vital for making informed financial decisions. The more accounts we track, the more precise this information will be.

Our team works with you, your wealth advisor, your CPA, and your estate attorney to ensure your day-to-day financial activities are aligned with your long-term goals. At tax time, we proactively provide your accountant with year-end cash flow and transaction reports for preparation of your annual tax returns.

Each month, Financial Sense provides you with a well-organized folder containing a suite of reports and graphs, bank statements, and all original paid invoices in chronological order. The reports contain important information to aid you in making educated financial decisions.

Our team gathers past spending figures to create a monthly budget for you, then we produce a comparison of actual spend versus your budget.

We also generate forecasts and projections for future income and expenses, allowing us to develop strategies to meet your cash flow needs. This is particularly helpful for our clients who receive commissions or bonuses.