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.


Financial Planning Software

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Your online interactive financial planning software allows you to model out "what if" scenarios in real time. You can adjust expenses, retirement age, inflation, rate of return and much, much more.


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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