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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 |
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
If you are looking for exceptional investment advisors who not only are intelligent, trustworthy, know investing strategies inside out, can explain everything you’d ever need to know about financial and retirement planning like you also are an intelligent person AND actually care about you and the life you want to lead, then you’ve found your advisors. Quit looking, here they are.
The Sensible Money Juicing Planning collaborative process was fantastic! Keri was great and personable at keeping us on track with our documentation and scheduling our Zoom discussions. Amy and CJ really went above and beyond by analyzing our information, answering our questions, and making changes to our plans based on our inputs or requests. Even my spouse, who’s usually not involved in investment management, felt comfortable with the team and confident that Amy and the team will be there to help her directly in the future... read more
Frequently asked questions about Sensible Money
How is Sensible Money rated?
Sensible Money has a 5 star rating with 20 reviews.
When is Sensible Money open?
Sensible Money is open now. It will close at 5:00 p.m.
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