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.