Advice in your best interest, developed just for you, at a fair price.

Tell us your goals and we’ll build you a simple, clear financial plan.

Schedule A Complimentary Call

Advice in your best interest
No payments or commissions from product providers

Financial confidence
You’ll know how much you can spend, and how much you should save
More money in your pocket
Low fees, less expensive products mean more for you to spend

Latest Blog Posts

  • Protecting your legacy in case of an adult child’s divorce - Recently, a client came to us with a problem. He had amassed a healthy portfolio and planned to leave it to his two children. He was worried that his daughter’s impending divorce might leave her portion of the inheritance vulnerable to her soon-to-be ex-husband. How do you protect your assets — and your children — […]
  • Sensible Scenarios: Law & Retirement - Steve and Maria Henderson, both attorneys, have moved around a lot since they got married. There were colleges and law school, and then, internships and some pro-bono work in an economically depressed area of the US. Now they’re in Massachusetts and are considering making it their permanent home. They’re even contemplating making the switch from […]
  • Sensible Financial Named One of San Diego’s Top Financial Advisors for 2019 - Each year, AdvisoryHQ News’ editorial, research, and ranking teams identify and rank the top companies in financial services, wealth management, banking, investment management, accounting, consultancies, retail, financial advisory, and education. This year, they chose Sensible Financial for their list, 2019’s Top Financial Advisors & Wealth Management Firms in San Diego, CA. The publication lauded Sensible Financial […]

See all blog posts

Leverage our expertise

Explore our collection of online resources to help you make sound financial decisions for your future.

Resources