• Skip to main content
  • Skip to footer
MENUMENU
  • Home
  • About Us
    • Our Philosophy
    • Choosing a Financial Planner
    • Legal and Regulatory
    • Team
    • Careers
    • Contact Us
  • Our Services
    • Financial Planning
    • Ongoing Financial Guidance
    • Portfolio Management
  • Financial Planning Basics
    • Continuing Care Retirement Communities (CCRCs)
    • Retirement Planning and Cash Flow
    • Social Security
    • Taxes
    • Insurance & Risk Management
    • Investments
    • 401(k)
    • Real Estate
    • College
    • Liquidity
    • Divorce
    • Estate Planning
    • Sensible Updates
  • Resources
    • The Types of People We Help
    • Webinars
    • Blog
    • Videos
    • Financial Planning Guidebook
    • Continuing Care Retirement Communities Guidebook
    • Primers
    • Financial Planning Links
    • Client Links
    • Financial Planning for Older Adults
  • Contact Us
Sensible Financial Planning

Sensible Financial Planning

Follow Us

  • Facebook
  • LinkedIn
  • Twitter
  • YouTube
Client Links

Call Us Today
781-642-0890

Sensible Staff

Elizabeth Killion Joins the Operations Team

by
Sensible Staff
June 30, 2023

This is a picture of Elizabeth Killion.

Liz Killion joins the Sensible operations team as an operations associate. Her interest in technology makes her a great fit.

Our 20th Anniversary Year

by
Sensible Staff
April 28, 2023

The picture shows fireworks exploding to symbolize the 20th anniversary of Sensible.

Sensible celebrated our 20th anniversary last year. We marked the occasion with an event, articles, and connecting with our clients.

Sensible Announces Promotions  

by
Sensible Staff
March 30, 2023

The picture is of a banner that says, 'Congrats!' to represent the three teams members getting promotions this month.

Sensible announces three staff promotions. We’re committed to investing in capable people and helping them progress in their careers.

Sensible Clients Speak: The Lakes Plan Their Future

by
Sensible Staff
March 30, 2023

Dave and Rachel Lake sought a financial planning firm to help them prepare for a comfortable retirement, ensuring they could provide for their two sons and consider a major home remodel.

Sensible Scenarios: For Sue, Trust Is Key 

by
Sensible Staff
February 28, 2023

Sue Reynolds values both the intelligence and ethics of a financial advisor.

Sensible Scenarios: Untying Knots for the Craigs

by
Sensible Staff
December 21, 2022

Grace and Henry, weary educators from Boston, grew disillusioned with their financial planning firm’s methods and decided to explore a fiduciary firm.

Sensible Continues Cradles to Crayons Volunteering Tradition

by
Sensible Staff
November 18, 2022

The picture shows members of the Sensible Team donating their time to Cradles to Crayons.

The Sensible team continued their fall tradition and donated time, energy, and gently-worn clothes to Cradles to Crayons.

« Previous Page
Next Page »

Footer

Services

  • Financial Planning
  • Financial Guidance
  • Portfolio Management

About Us

  • Our Philosophy
  • Team

Resources

  • Blog
    • The Types of People We Help
  • Financial Planning Guidebook
Sign up for our Newsletter

Follow Us

  • Facebook
  • LinkedIn
  • Twitter
  • YouTube

Locations

Massachusetts

203 Crescent Street, Suite 404

Waltham, MA 02453

Phone: (781) 642-0890
Fax: (781) 810-4830

 

California

600 B Street, Suite 300

San Diego, CA 92101

Phone: (619) 573-4131​

Disclaimer

This content reflects the opinions of Sensible Financial®. We may change it at any time without notice. We provide this content for informational purposes only. Although we endeavor to keep the information up-to-date and correct, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability for a particular purpose or availability with respect to the website or the information, products, services, or related graphics contained on the website for any purpose. We do not intend the information contained in this website as investment advice and we do not recommend that you buy or sell any security. We do not guarantee that our statements, opinions or forecasts will prove to be correct. Past performance does not guarantee future results. You cannot invest directly in any index. If you attempt to mimic the performance of an index, you will incur fees and expenses which will reduce returns. All investing involves risk. You can lose any money you invest. There is no guarantee that any investment plan or strategy will succeed.

More important additional information and full disclaimer.

Copyright © 2025 Sensible Financial · All Rights Are Reserved
Legal Disclosure