Category: Sensible Money Office

More Frequently Asked Questions About Our Services

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Published: August 5, 2019

Smart planning delivers an increase in retirement income when compared to an unplanned approach*. How do your services work? With each new client, we begin by developing a comprehensive, customized plan delivered over three strategy meetings each spaced about 2-3 weeks apart. We call this going through our Juicing® process – it is designed to help you “squeeze” more out of your money. Your financial plan projects how well prepared you are to meet your retirement goals. A plan is necessary in order to make the appropriate investment recommendations. Once the plan is understood, the majority of Sensible Money clients hire us for an

Sensible Money Grand Opening

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Published: May 14, 2012

We hosted our official Grand Opening on Thursday, May 10th, just outside our new office on the patio of 5th and Wine. You can check out more pics and a SLIDE SHOW on our FACEBOOK PAGE! (I know, I know, we’ve been open for a while – but it takes awhile to plan these things.) We had a fantastic turnout. I think the tally was about 75-85 people. The juice drinks were flowing and the misters were going.  (For those far away, keep in mind Phoenix in May is starting to cook.) Thanks to everyone who attended