Daily money management
We can help!
When you no longer have the time, energy or expertise to successfully manage your personal finances on your own, Sensible Finances is here to help. Under your guidance, we roll up our sleeves and take on those day to day tasks for you. We make sure you are always aware of what we’re doing, and we abide by strict confidentiality standards. Our services are flexible and customizable to meet your needs so you don’t need to go it alone!
Relieve the stress of managing everyday financial tasks
Banking and Bill Management
We monitor your bank and credit card accounts, keeping them reconciled and watching out for any unusual activity. As bills come in, we review them for accuracy and make sure they are paid on time.
Tax Organization
At tax time, we help gather and organize all the important documents and information needed by your CPA or tax preparer, and help answer any additional questions they may have in completing your return.
Budgeting and Expense Tracking
We work with you to develop a budget and then track income and expenses each month. We’ll provide regular reporting and alert you when any unexpected issues arise. You’ll have full transparency to everything we’re doing.
Financial Records Management
We work with you to develop a system for keeping your important files organized and up to date. We will review old files and papers to discard or shred what’s no longer needed, and then regularly add your new documents.
Mail Management
Sometimes, clients have difficulty keeping up with daily mail and recognizing an important bill or notice. When that’s the case, we review mail to keep what’s important, shred what’s sensitive, and throw away the junk.
Special Projects
There are many other ways we assist clients with their everyday finances and when opportunities or challenges arise, we are here always here to help.