For our 20th anniversary, we spoke to Dave and Rachel Lake to learn about how Sensible helped them with their retirement planning.
Client Stories
Sensible Clients Speak: For Sue, Trust Is Key
Sue Reynolds, a client of Sensible Financial, values both the intelligence and ethics of the Sensible advisers. “I trust them,” she says.
Sensible Clients Speak: Untying Knots for the Craigs
For our 20th anniversary, we spoke to a few of our longstanding Sensible clients to learn why they worked with us and how they started.
Sensible Scenarios: A Vacation Home Dream
Bob and Edna Smith dreamed of a lakeside vacation home. To find out if and when they could take the plunge, the couple asked Sensible.
Sensible Scenarios: A Financial Plan Smoothed the Way to the Open Road
When the Burkes wanted to take some time off and travel, Sensible created a financial plan to help them get on the road.
Sensible Scenarios: Financial Planning for a Future Family
Sean and Elise have healthy savings. They asked Sensible to calculate their financial options based on future family and career decisions.
Sensible Scenarios: Family Comes First
The Greens want to retire early and spend time with family. Sensible created a financial plan so they could step back from their stressful jobs and relax.