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Sensible Money
- Financial Advising
- Scottsdale, AZ
About this business
Specialties Bigger than buying a car, or a home; retirement is the biggest financial decision you make. And many of the decisions that go with it cannot be undone. Putting together the pieces that go into a retirement income plan takes skill and training that the average financial planner doesn't have. What you need is a specialist, not a general practitioner. We're specialists. And remember, retirement planning doesn't mean you must retire. It means you want to reach a point where you don't have to go to work each day to ea... read more
Location details
7051 E 5th Ave, Ste F, Scottsdale, AZ, 85251, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Amy Shepard with Sensible Money, is a very compassionate and caring expert in retirement planning. She has provided me with an individualized retirement plan that has taken into account more the just the financial aspects of retirement such as my personal preferences and emotional readiness for an early retirement. She promptly responds to all of my questions and/or concerns and makes herself readily available via email, phone call or a zoom meeting as I live in a diffrent state. My retirement planning with Sensible Money ha... read more
Sensible Money is great! Retirement is scary. We have learned so much from Dana’s books and her Great Course lectures. Having a retirement plan makes such a huge difference to us. We love working with Amy Shepard. Knowing she is there to guide us, answer our many questions, and tell us what we need to hear is worth every penny.
We have full trust and confidence with our comprehensive retirement plan managed by Sensible Money. Over the last four years, we have established a personal and professional relationship with our Sensible Money financial planner and partner, Amy Shepard. We have a financial peace of mind allowing us to enjoy a more fulfilling retirement.
We have worked with Dana and her team since 2006. During that time we have received excellent assistance and support in all of our financial and retirement planning. Always prompt and professional, the security of having knowledgeable and relevant advice has provided us with very positive results. We highly recommend Sensible Money LLC
Frequently asked questions about Sensible Money
How is Sensible Money rated?
Sensible Money has a 5 star rating with 22 reviews.
When is Sensible Money open?
Sensible Money is closed now. It will open tomorrow at 9:00 a.m.
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