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Home > Inc 5000 AI Prospecting Database > Sensible Money

AI Prospecting for Sensible Money

Sensible Money is a financial planning firm that focuses on helping clients achieve their retirement goals through comprehensive financial strategies.
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Company data:

Company size:

13 employees

Industry

Financial Services

Headquarters:

N/A

Investment round:

N/A

ARR:

N/A

Key stakeholders

These are the current top-level decision-makers at the company and their LinkedIn profiles. Check them for recent activity and updates

Dana Anspach
Founder & Chief Executive Officer
David P. Schoenecker
Chief Operating Officer
Amy Shepard
Partner

Latest news about Sensible Money

Here are some of the most recent media mentions. Use them in your sales prospecting to qualify a prospect's buyer intent and personalize outreach with the latest company updates

More financial advisors at Sensible Money are adopting non-asset-under-management (AUM) fees, such as subscriptions, fixed fees, and retainers, to better align with clients' interests and provide a more comprehensive service model, including detailed documentation of services provided[5].

Sensible Money has introduced a method to stress-test retirement income plans using three specific projection models, or "retirement readiness tests," to analyze a client's financial situation, incorporating factors like 401(k), IRA, taxes, inflation, and healthcare costs to ensure the plan's viability over life expectancy[4].

There is no recent significant news specifically about "Sensible Money" from the provided sources. The links provided focus on general financial planning and retirement strategies offered by Sensible Money, but do not include any new or recent developments or news about the company itself.

Open job positions at Sensible Money

This company is actively hiring to fill these roles. Use this for sales prospecting if your solution assists, augments, or provides an alternative for the growing team and position.

Looks like we couldn't find any open jobs at this company at the moment. But we'll keep looking!
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