Sensible Financial’s COVID-19 Statement

We care deeply about the health of our clients, advisors, and staff. As fiduciaries, we are dedicated to the best interests of our clients.

We chose, in March, even before the lockdown, to send the Sensible team home, enabling them to continue working — safely. Since we migrated our secure server to the cloud in 2017, the move from our Waltham and San Diego business offices to many home offices was seamless. 

We are meeting with clients over the phone and by video conference. We are providing progress reports to our existing clients and discussing changes in their lives and goals. We are welcoming new clients and creating new financial plans for them.  

Though we’d prefer meeting with our clients in person, we’ve decided for now that virtual meetings are the best and safest means to continue our existing relationships — or to begin new ones.  

Your safety and the safety of our advisors and staff are important to us, as are your financial and personal goals. We’ll reevaluate the situation periodically, determining whether it’s safe to return to the office and what precautions we should take.  

Though we’re not physically in the office, we’re still very available — working for you.

 

Planning the Sensible Way

The professionals who prepare your financial plan will deliver it to you. We believe that you get more out of the plan when you can meet with and ask questions of those who understand it best – those who designed and wrote the plan, and those who did the supporting analysis.

About Sensible Financial

Your Sensible Financial team offers guidance for everyday financial decision-making and long-term planning, delivering peace of mind that allows you to relax. Working with Sensible means you can be confident your advisors are using the latest in peer-reviewed, data-driven research to help make decisions in your best interest. 

Sensible takes a Whole Life approach to financial planning. What is Whole Life? The Sensible team creates a comprehensive plan that takes your assets, hopes, and dreams into account. It’s not just portfolio management, or investments, or retirement, or saving money for college or a vacation home — it’s everything.

Sensible Financial is an independent, fee-only financial planning firm. Sensible and its advisors do not receive commissions on products we show you. Our financial advisors are fiduciaries, acting in your best interest.

This is your life, your assets, and your plans — no one else’s. We take the time to get to know our clients. Talk to us about your dreams and ambitions and your hopes for your family’s future. Based on those conversations and deep analysis of your accounts, investment portfolio, spending habits, and career paths, we create a financial plan tailored to your needs. That so many people trust us to advise them about such important issues is a great honor.