Sensible Money, LLC

"Everyone at Sensible Money is great to work with. They make you comfortable knowing your retirement is on track or not. They have the expertise to make sure you reach your retirement goals."

"My wife and I are very pleased we decided to go with Sensible Money and feel that it is one of the best financial decisions we've made. Our consultant, Amy Shepard, could not be a better manager for us. She's communicates expertly, clearly, and openly, concisely, and we like Dana's financially conservative and stastical approach. As I said, we're very pleased and can't recommend them enough!"

"I rarely do reviews online but Sensible Money is a "cut above" what others do so I wanted to share. They should get more than 5 stars! I first interacted with Dana and then Amy Shepard. They have a well-defined but flexible process that starts at the right place (How do you want to live) and finishes with results that are usable (How are you specifically going to pay for your life in a reliable fashion) Questions are answered directly with explanations clear and useful, including underpinning theory. Amy did an exceptional job of explaining things to us. Previously I had a difficult time engaging my spouse in discussing the confounding world of retirement planning. Amy's patience and simple and clear explanations transformed our planning to a higher level of teamwork. This was a breakthrough after years and years of trying to get this result. Amy's approach really took a lot of fear away for my wife! Amy was able to be clear and simple because of her deep understanding of the edges of the many retirement issues that need to be considered. The cost of the work to be able to get clear on our plan was well worth it to us. Much deeper than what is generally provided! Additionally, this thoughtful and unhurried process helped us get more organized as a couple. We now feel free to start planning how we will maximize what we want to do as we transition. This includes expanding our social networks, doing purposeful activities (maybe some work but less), and we have a list to travel where we always wanted to go, but didn't have time. We also are re-learning how to enjoy and savor the abundance that is available in the day to day. We still have a little time to go until we make the transition fully in our life, but working with Sensible Money has provided a hard to describe freedom to "start again" thinking about fun as a priority. I feel a similar "freedom to choose", that I had in college. Thanks for the gift of this freedom Amy! Also, Thank you to all the people at Sensible Money. They have a team structure and are very organized. Keri from the group does a very gentle but nice job of keeping everything on track. If you are someone a few years away from retirement or if you have already made the jump, you will not go wrong, if you work with these folks. They are awesome!"

"Incredibly thorough, personalized, responsive and professional! I was blown away at how much time and energy they spent diving deep into our entire financial picture. Knowledge is power, and now we have the knowledge we needed to carry with us into retirement!"

"I can't say enough about our experience with Sensible Money! What a positive experience. We are about 5 years from retirement. This was the perfect time to plan and give us peace of mind that we are on a good track. With the knowledge gained, we were able to implement adjustments that will greatly improve our financial outcomes. I'd like to thank an important team member, Nancy Fellinger! Such an incredible wealth of knowledge, kind, and patient person. Thank you Sensible Money!"