Thanks for
scheduling.
We're excited to meet you. Here's
a short video with Lena about
what to expect.
What to Expect
1:09
Straight
answers to
your
questions.
Nope! There’s no homework. This call is simply a chance for us to get to know each other and make sure we’re a good fit. That said, if you’d like to make the most of our time together, it can help to come with a rough sense of your goals for retirement and any questions that have been on your mind.
A fee-only financial advisor is one who is compensated solely by the client—not through commissions, product sales, or referral fees—which removes the commission-based conflicts of interest common at large brokerage firms. This structure is the foundation of fiduciary advice, meaning the advisor is legally and ethically obligated to act in your best interest. Sensible has operated as a fee-only, fiduciary advisory firm since its founding, long before the industry started paying attention to the concept.
We start with a quick, no-pressure intro call to make sure we’re a good fit, then build you a complimentary retirement plan that shows you exactly what you can afford to spend in retirement. If you decide to move forward, we onboard you as a client and finalize your personalized investment portfolio. From there, we meet twice a year and stay available in between when life comes up.