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