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Sensible Money

OUR SERVICES

One thoughtful plan.
A lifetime of confidence.

What do we mean by Juicing®?

In 2011, eating at my favorite breakfast spot, I had an "Aha" moment. I watched oranges roll down a corkscrew wire ramp into a juicing machine, and a moment later, a perfect glass of fresh-squeezed orange juice came out.


I thought, "Look what they're able to do with the right equipment."

And that’s when it hit me. That’s what we do for our clients.

We have the right tools, the right processes, and the expertise to help you make the most out of your hard-earned savings. That’s how we came up with the name for our services: Juicing®.

A professional process that shows us where to squeeze and how to keep income flowing throughout your retirement years.

HOW WE WORK

The Juicing Experience

Like squeezing an orange, our process gets more out of what you've already built.

Plan design

We build your personal financial model connecting income, spending, taxes, and timing.

  • Big picture retirement readiness
  • Outcomes-based tax planning
  • Investment alignment strategy

Investment implementation

We translate your plan into a portfolio built to support your retirement income.

  • Income ladder for near-term needs
  • Growth component for long-term
  • Portfolio paycheck setup

Ongoing alignment

Your plan evolves as your life changes. We continuously monitor and adjust.

  • Portfolio and withdrawal management
  • Tax strategy adjustments
  • Life event decision support
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“I must say, our experience working with the staff at Sensible Money has been transformative.”

Gary M. (client since 2023)

5.0 across Google reviews

Our Gift to You


We’d love to send you a welcome packet along with a copy of Dana’s latest book, Living Off Your Acorns. Complete our Pre-Meeting Questions, and if you’re a potential client, we’ll mail it out to you right away.

Let’s begin

We are ready when you are.

Take your next step toward a plan you understand.

Let's begin