Online Client Access

As a Sensible Money client you have access to online financial planning software and/or portfolio reports, which you can access by clicking on the respective login buttons below. Your level of access to one or both will depend on your service package.

Secure Document Sharing


Box is a secure online document sharing service used by businesses worldwide. It lets you quickly, easily and securely share documents with us, and lets us share reports, schedules and notes with you. With Box we can easily locate the files we need, and you can quickly find the reports we create for you.

Portfolio Reports

Portfolio Reports

Your portfolio reports show you a consolidated view of your accounts, allocation, and holdings, as well as a comparison of the net amount you invested versus current values.

Charles Schwab

You are now leaving the Sensible Money Website and will be entering the Charles Schwab & Co., Inc. ("Schwab") Website. Schwab is a registered broker-dealer, and is not affiliated with Sensible Money or any advisor(s) whose name(s) appears on this Website. Sensible Money is independently owned and operated. Schwab neither endorses nor recommends Sensible Money. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Sensible Money under which Schwab provides Sensible Money with services related to your account. Schwab does not review the Sensible Money Website, and makes no representation regarding the content of the Website. The information contained in the Sensible Money Website should not be considered to be either a recommendation by Schwab or a soliciation of any offer to purchase or sell any securities.


Schedule a Consultation

Your information below will be forwarded to Jody Hulsey who will work with you to schedule your consultation.

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