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Sensible Financial Planning
Integrated Financial Plan
Integrated Financial Advisory
Portfolio Management
• We Recommend Index Funds
• Navigating the Risk-Return Maze
• Selecting Specific Mutual Funds
• Making the Transition
• Reporting on your Portfolio's Performance
• Restoring Balance
Where We Practice
Sensible Financial Planning our services investment and portfolio management

Reporting on your Portfolio's Performance

When you retain Sensible Financial for investment management services, you grant us a limited power of attorney, so that we can receive electronic statements from your broker(s) and mutual fund company(ies), and trade on your behalf.

Sensible Financial reports on your portfolio's performance and status (assets, anticipated risk and return versus your preference, etc.) periodically. Our clients can choose quarterly, semi-annual or annual reporting and rebalancing.