Resources

Sensible Finances Secure File Upload Page

Use this link to send us files using our secure file transfer portal.

Credit Report and Credit Score Links

Important note: Many banks and credit card issuers provide free credit scores to account holders. Be sure to check with them first before purchasing a score.

One-Time FICO Credit Score Purchase: MyFICO FICO Score Reports - Purchase a snapshot of your credit profile, including your FICO score from any of the three credit bureaus (Experian, TransUnion, and Equifax) when you don’t have access to a free score.

Free Credit Reports: Annual Credit Report .com - Get a free copy of your credit report every 12 months from each credit reporting company. Credit reports do not include a credit score, but contain detailed information you can use to understand your score, correct errors, and monitor potential fraud and identity theft.

Software - Financial Software

Quicken: We frequently use Quicken and Quicken on the Web to help clients manage their personal finances. Quicken can be set up to automatically download transactions from bank and credit card accounts, and then used to build budgets, track expenses and monitor progress toward goals.

Wave: For solo entrepreneurs, startups, and part-time small businesses, Wave is an attractive Quickbooks alternative offering free accounting software, supported by optional paid services such as payroll and credit card processing.