Many of our clients have paper management challenges. Additionally, a lot of our clients have multiple properties, trusts and are dealing with various family members estates. We spoke with Rebecca Feeley from the Darien-based Financial Sense about some possible solutions.
What is Financial Sense?
Financial Sense is a family owned and operated Daily Money Management firm in Darien, CT. We work with individuals and families, both locally and nationally, to organize and manage their financial lives. We offer services such as bill pay, income and expense tracking for planning and tax purposes, budgeting, and financial reporting. Whether you need help staying on top of due dates, reclaiming a few hours of your time, or are looking to better understand and manage your spending habits, Financial Sense can help.
How can your service help busy people?
Typically, our clients have busy lives – children, careers, multiple homes, or some combination of all those things. The busier a person is, the less time he or she has to focus on their financial well-being. Financial Sense steps in and becomes the central hub for all the bills to be mailed. We make sure everyone from the credit card companies to the landscapers are paid in a timely manner. We track all the inflows and outflows, and we provide customized reporting so our clients can comfortably “get out of the weeds” and begin making executive-level financial decisions based on data we’ve provided.
How is your service different from other similar companies and services?
We have a small, close-knit team that brings a very personal, yet professional approach to what we do. We develop friendships with our clients while also delivering expert service and advice. We have a family feel, but with all the bells and whistles of safe, secure, technology-embracing firm.
What is your background? How did you get involved with Financial Sense?
I studied Economics in college and have been in Finance my entire career. First on the investment management side, and for the past 7 years at Financial Sense, on the client side helping individuals and families to better understand and manage their cash flow.
My mom, Keeley, left corporate banking and founded FS when I was in grade school in an effort to be more present for her family. Now that I have a husband and 3 kids of my own, I’m finding the same benefits and flexibility of self-employment that she was seeking 26 years ago. We work very hard for our clients while also making time for our families. It’s the best of both worlds.
How has money management changed over the years? What are some recent developments?
I think people these days are more willing to delegate responsibilities in their lives that they either 1) don’t have time for or 2) are simply not good at. It’s no longer about not being able to pay your bills on time or manage your money, it’s that people have busy lives and many things vying for their attention. Managing household finances is something that can be hired out now, just like a professional organization can be!
