How it Works
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Step-by-Step Approach
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Book a free consultation
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Designate a checking account as your bill payment account
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Provide us online access to your accounts
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Supply old bills or a list of vendors that we will pay
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We’ll contact the vendors to redirect bills
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Now we’re ready to pay your bills, track all of your accounts, and provide monthly reporting
Why Work with Financial Sense
Our approach is:
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Personal
We get to know you and build a personal relationship.
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Strategic
We use a strategic approach to manage your complex financial situation.
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Informative
We keep you up-to-date with timely information.
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Empowering
We empower you to take action with digestible reports.
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Remote
We operate remotely so we are not interrupting your busy day.
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Team-Oriented
We work as a team so your requests can be fulfilled in a timely manner.
Keeping You Safe
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Technology & Software
We use tools that provide privacy, security, and encryption such as Quicken, LastPass, Zoho Mail and ProtonMail, WhatsApp, Vonage Business, and Zoom.
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Equipment
We own an onsite firewall-protected server with automatic, daily backups to an offsite location.
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Protection
We have Business Liability Insurance that includes both Errors & Omissions and Cybersecurity coverage, and we are bonded.
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Practices
We verify all payment requests for first-time payees using a second form of communication (call, text, email).
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Background Checks
We perform a thorough background review of all team members.