You're getting ready to live off your acorns. We can help!
The Transition to Retirement is Scary.
We Make it Easier.
Here’s what our clients have to say
Your investments and financial decisions need to work together at this stage of life. Our Juicing Process makes this happen.
Financial Planning
Juicing® Plan
Juicing is the term we use to describe a professional financial planning process that incorporates your personal values as well as your financial wherewithal.
Your plan is delivered over a series of strategy meetings using proprietary modeling tools, written reports, engaging discussions, and follow-up emails with action steps.
We offer a complimentary introductory meeting. Prior to our introductory meeting, we ask that you complete our online Pre-Meeting Questions.
Investment Management
Juicing® PLUS
Once you have gone through our Juicing® planning process, we offer an all-inclusive service whereby we provide a full suite of financial planning services. We find this is most appropriate for those with $1M or more of investable assets.
With Juicing® PLUS, we’re available to consult with you on anything that has to do with you and your money. We help track many aspects of your financial life and coordinate with your other professionals, such as CPAs, attorneys, mortgage brokers, and insurance agents.
3 Years in a Row
(2022, 2023, 2024)
2025 & 2026
For Financial Advisors in the US
2025 & 2026
Meet the team
With Sensible Money, you have a dedicated team, not a customer service queue. Our professionals know you personally, and are committed to your financial success.
Free Report
4 Things to Know About the 4% Withdrawal Rule
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Free Webinar
Planning for Healthcare Insurance Before and After Medicare
Thursday, August 27TH, 2026
Free Consult
See if we’re a good fit with a complimentary consult
