In 2009, Sue was looking for a financial planning firm. A friend from her days in the Peace Corps recommended Rick Miller and Sensible Financial. Her friend already worked with Sensible and had recommended Rick to family members. At the time, Sue lived in Cambridge, so Sensible’s Cambridge location was also a plus.
“From the beginning I was struck by Rick’s business ethics and his intelligence,” said Sue. “I was impressed with his knowledge and how seriously he took his role as a financial planner and a fiduciary.”
Sue is serious about her finances, and an avid planner. She spent her professional life in international banking and has always maxed out her 401k. “I can’t predict what will happen, but I want my money to last as long as I do,” she said.
Now that Sue has retired and lives in Annapolis, Maryland, she’s glad she made the switch to Sensible. She’s even recommended Sensible to friends. “Rick has grown his firm very carefully. He finds people with the same philosophy he has. They’re smart and they focus on clients. I started out working with Rick Miller, but over the years I’ve had the chance to work with Josh Trubow, Laura Williams, and Rick Fine, as well. They’ve all been sharp and helpful.”
A high level of trust
“One of the things I value most about working with Sensible is the feeling of confidence I have in them,” she says. “It’s hard to find this level of trust. While I keep track of my portfolio, I don’t have to delve as deeply into it as I would if I were handling it entirely alone. It saves me time and worry.”
“Some people treat saving and investing like a game, which makes no sense,” said Sue. “The advisers at Sensible are serious and meticulous. I like that.”
A world traveler, Sue will visit Martinique next year, spends summers on Cape Cod, and is planning an upcoming trip to the Galápagos Islands.
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