There is a difference between a retirement planner and a financial planner in the same way there is a difference between a cardiologist and a family practice doctor. They both start with the same basic training, but one has gone on to become a specialist. Financial planners are trained to help you accumulate and invest your money. Retirement planners have... View Article
How do your services work? We begin by developing a comprehensive, customized plan delivered over a series of approximately three meetings each spaced about 2-3 weeks apart. We call this a Juicing® Plan – the process is designed to help you “squeeze” more out of your money. Your financial plan projects how well prepared you are to meet your retirement... View Article
In 2020, for the fourth year in a row, Sensible Money was ranked by an independent rating firm, AdvisoryHQ, as one of the top ten financial advisory firms in the Phoenix and Scottsdale area. This reward does not require firms to pay a fee or buy an ad in a publication. (Many “top financial advisor lists” solicit expensive ads from... View Article
Not all financial planners or advisors have to consider what is in your best interest when they make investment recommendations. A large number of them make recommendations that they think are appropriate, but they don’t have to have supporting documentation or research to show why this recommendation is in your best interest. In many cases, these advisors are trained salespeople... View Article
The last thing you want to find is a cheap financial advisor. The most important thing you want to look for is competency. Competency is different than trust. Yes, trust is important, but it is a feeling. It is entirely possible to trust someone that is not trustworthy. Competency, meaning someone who knows what they are doing, should be the... View Article
Do you know how your financial advisor is compensated? A lot of people don’t. And maybe you don’t care. But you should. It can impact your wealth and the quality of advice you receive. I heard about this first hand from a friend recently. She shared with me that her MBA-degreed 60 year-old-brother, Michael, admitted he didn’t know how his... View Article
I am a financial planner. I own and run a financial planning firm. Our primary job is to make a projection and a plan that shows you the decisions that you can make that will help you achieve long-term financial success. Should you pay extra on the mortgage or put it in your 401(k) plan? What type of insurance do... View Article
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