Sensible Money, LLC - Scottsdale, Arizona

Sensible Money, LLC is a reputable financial planning company located at 4200 N Marshall Way #2, Scottsdale, AZ 85251, United States. They can be reached by phone at 480-719-7290 and through their website at sensiblemoney.com. This company specializes in financial planning and has received numerous positive reviews for their expertise and guidance. They are also wheelchair-accessible, offering convenient amenities such as a wheelchair-accessible car park, wheelchair-accessible entrance, and wheelchair-accessible toilet.

Specialties and Services

• Financial Planner

Points of Interest

• Wheelchair-accessible car park
• Wheelchair-accessible entrance
• Wheelchair-accessible toilet
• Toilet
• Appointments recommended

Testimonials and Reviews

Many clients have praised Sensible Money for their exceptional services. As one reviewer stated, "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."

Overall, Sensible Money, LLC has earned a strong reputation as a reliable financial planner, with an impressive average rating of 5/5 on Google My Business based on 18 reviews.

👍 Reviews of Sensible Money, LLC

Heather L.

5/5

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.

S&M G.

5/5

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.

christy E.

5/5

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

Walt B.

5/5

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. We were completely satisfied with everything, and we look forward to work with Amy, CJ, and the Sensible Money team as we transition from Juicing Planning to Juicing Plus services.

Wayne G.

5/5

We have been with Sensible Money for several years and are very pleased. Dana and her team have handled our investments in a professional manner and given us consistently sound and timely advice and assistance.

susan B.

5/5

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.

Tom L.

5/5

My wife and I are very pleased we decided to go with Sensible Money and feel that it is one of the best financial decisions we've made. Our consultant, Amy Shepard, could not be a better manager for us. She's communicates expertly, clearly, and openly, concisely, and we like Dana's financially conservative and stastical approach. As I said, we're very pleased and can't recommend them enough!

Gary M.

5/5

I must say, our experience working with the staff at Sensible Money has been transformative. CJ's deep understanding of financial planning and personalized advice has provided my wife and I with a sense of security and confidence in our financial future. We are truly grateful to all the staff at Sensible Money for their detailed work, guidance, education, and would highly recommend their services to anyone looking to navigate the complexities of retirement planning with ease and expertise.