Skip to content

How it Works

Photo of Rebecca Feeley looking at the camera

Step-by-Step Approach

  1. Book a free consultation

  2. Designate a checking account as your bill payment account

  3. Provide us online access to your accounts

  4. Supply old bills or a list of vendors that we will pay

  5. We’ll contact the vendors to redirect bills

  6. 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:

icon of magnifying glass showing person

Personal

We get to know you and build a personal relationship.

Icon with two Xs and two Os

Strategic

We use a strategic approach to manage your complex financial situation.

A hand holding the information icon

Informative

We keep you up-to-date with timely information.

Icon of hands and a person

Empowering

We empower you to take action with digestible reports.

House icon with a wifi symbol inside

Remote

We operate remotely so we are not interrupting your busy day.

icon showing group of three people

Team-Oriented

We work as a team so your requests can be fulfilled in a timely manner.

Keeping You Safe

Security icon

Technology & Software

We use tools that provide privacy, security, and encryption such as Quicken, LastPass, Zoho Mail and ProtonMail, WhatsApp, Vonage Business, and Zoom.

Square icon with a cloud

Equipment

We own an onsite firewall-protected server with automatic, daily backups to an offsite location.

Umbrella icon

Protection

We have Business Liability Insurance that includes both Errors & Omissions and Cybersecurity coverage, and we are bonded.

Text bubble icon

Practices

We verify all payment requests for first-time payees using a second form of communication (call, text, email).

Magnifying glass icon with a thumbprint inside

Background Checks

We perform a thorough background review of all team members.

FAQs

Frequently Asked Questions