Services

Create A Plan
That Lasts for
Life

Juicing®

Juicing is the term we use to describe a professional financial planning process that incorporates your personal values as well as your financial wherewithal.

Pricing is based on the number of hours it takes us to develop your plan. Your plan is delivered over a series of strategy meetings using interactive online software, custom schedules and reports, engaging discussions about your options, and follow up emails with written action steps.

We offer a complimentary introductory meeting where we provide a personal pricing estimate based on your needs. Prior to our introductory meeting we ask that you complete our online Pre-Meeting Questions.



Juicing® PLUS

Once you have gone through our Juicing® planning process, for clients with investable assets of $1M or more we offer an all-inclusive service whereby we provide a full suite of financial planning services.

With Juicing® PLUS we're available to provide advice on anything that has to do with you and your money. We help you stay on top of all aspects of your financial life and coordinate with your other professionals such as CPAs, attorneys, mortgage brokers and insurance agents as needed.

Pricing Schedule

One-Time Deposit Planning Rate

Juicing®

No Investment Management Services
One-Time Deposit $500 Planning Rate Based on estimated hours at $200 - $300 per hour. Ranges from $4,000 - $12,000.

Juicing® PLUS

With Investment Management Services
One-Time Deposit $500 Planning Rate After a Juicing® plan, based on an asset-based rate ranging from .50 – 1.50% of household account size.

Who is a typical Sensible Money client?

Our typical client is someone age 50 plus with $1 million or more of investable financial assets.

In addition, you are likely a good fit if you:

Getting Started

Our services start by completing a set of online Pre-Meeting Questions. Once we receive those we reach out to schedule a complimentary introductory meeting.

All of our services start with a complimentary consult - Get Started

Our Clients Are:

  • Auto dealers
  • Attorneys (real estate, intellectual property, managing partners)
  • CPAs
  • Doctors (physicians, dermatologists, obgyn, surgeons)
  • Entrepreneurs/Business Owners (tech and construction industries)
  • Families who inherited funds
  • Working or retired executives, project managers, engineers and other professional staff from:
    • Abbott
    • Adobe
    • ConAgra Foods
    • Disney
    • FedEx
    • Honeywell
    • JP Morgan Chase
    • Medtronic
    • Qwest/Century Link
    • Verizon
    • Wells Fargo
    • Zimmer

Sensible Money clients regularly receive advice on things like:

  • Exercising stock options
  • Deciding when and how to take their pension benefits
  • Making deferred comp plan elections
  • Determining if Roth conversions make sense
  • Developing and implementing a plan to exit out of concentrated positions in company stock
  • Evaluating the value of an NUA distribution strategy for company stock in a retirement plan
  • Investing tax efficiently
  • Setting up a withdrawal plan including tax withholding, direct deposits, and a monitoring system
  • Calculating quarterly tax payments needed once retired
  • Allocating 401(k) investments
  • Refinancing, using home equity lines of credit, and reverse mortgages
  • Using existing annuities and evaluating annuity products in context of their plan
  • Purchasing or cancelling life insurance products
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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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