Question 1

What services does Financial Sense provide?

Accepted Answer

Financial Sense provides daily money management services, including bill pay, account tracking, financial team collaboration, and record keeping and reporting. Their full-service approach helps clients reclaim time in their busy lives and gain peace of mind through the organization and understanding of their personal finances.

Question 2

How does Financial Sense's bill pay service work?

Accepted Answer

Financial Sense assumes full management of the bill payment process. Invoices and statements are sent directly to them, and they ensure that all bills are paid on time, whether the client is home or away.

Question 3

What tools does Financial Sense use to track income and expenses?

Accepted Answer

Financial Sense uses Quicken to enter and reconcile the client's credit cards, personal checking, savings, loans, and other accounts. This enables them to provide the client with detailed income and expense information vital for making informed financial decisions.

Question 4

How does Financial Sense collaborate with the client's financial team?

Accepted Answer

Financial Sense works with the client, their wealth advisor, CPA, and estate attorney to ensure that the client's day-to-day financial activities are aligned with their long-term goals. They also proactively provide the client's accountant with year-end cash flow and transaction reports for tax preparation.

Question 5

What types of records and reports does Financial Sense provide?

Accepted Answer

Each month, Financial Sense provides the client with detailed records and reports, including cash flow and transaction information. This helps the client maintain a clear understanding of their personal finances.

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Financial Sense LLC

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Frequently Asked Questions about Financial Sense LLC

What services does Financial Sense provide?

How does Financial Sense's bill pay service work?

What tools does Financial Sense use to track income and expenses?

How does Financial Sense collaborate with the client's financial team?

What types of records and reports does Financial Sense provide?

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