Our office is located in the Scottsdale – Phoenix area, however the ability to scan documents and conduct phone and internet meetings allows us to work with people across the country. If you are looking for an experienced financial advisor, and are comfortable building a relationship via phone and web, please reach out and start a conversation with us.
Expect a friendly conversation! We’ll want to know what your financial goals are, about where you are at financially as far as assets and income, and what you would like to accomplish by working with a qualified financial advisor. After a discussion, we can decide if it makes sense to set up a complimentary introductory meeting.
We believe the best investment you’ll ever make is hiring a good financial advisor. By helping you consistently make smart financial decisions across all aspects of your life we can add far more to your wealth than we ever could by trying to guess which stock is going to beat the market next year. To determine what you should be investing in, first we have to know what you need your money to do for you, and when you need it to do this task. Then and only then can we begin to match investments to your needs.
Financial planning is an ongoing process of gathering information on your finances and on current tax laws and our economy, then looking at the variables that affect outcomes (such as inflation, early/late retirement, career changes), and seeing which decisions have the most potential to improve the outcome. We work through this process with clients on an ongoing basis, providing education and advice that can continuously help them make decisions to increase their wealth.
You will have a primary advisor who is a Certified Financial Planner®. If you are nearing retirement, your service team will also involve an advisor who holds their Retirement Management Analyst or equivalent retirement specialty designation. Although you have a primary advisor, we work as a team so we may best utilize each person’s specialized knowledge on your behalf.
Our Juicing planning service covers a series of strategy meetings and is priced at $6,900. Our Juicing Plus service covers ongoing planning and investment management, and is priced at 1.25% on the first $1 million. Lower rates apply to balances in excess of $1 million.
When you hire us for financial planning services you are not required to move investments to us. When we reach the investment planning portion of your financial plan we ask if you would like to learn about our investment approach. At that point you have the opportunity to hire us to implement the investment portion of your plan.
Many of the sketches used on Sensible Money were inspired by the work of Carl Richards. You can find his original work at BehaviorGap.com. In 2012, Dana asked Carl to draw up a few ideas she had. He responded that we should do our own as there was no copyright on a sharpie and piece of paper! The team comes up with the ideas, and Jody Hulsey, a long-term employee with excellent handwriting, makes them look pretty!