- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Estate Planning
- Insurance Analysis
- Charitable Giving and Trusts
- Planning for Business Owners
- Cash Flow and Budgeting
- Hourly Planning Fee Structure
- High Net-Worth Clients
Scottsdale, AZ 85251
Dana Anspach is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?
Dana Anspach, CFP®, RMASM is a practicing fee-only financial advisor and partner with Sensible Money, LLC, a registered investment advisory firm in Scottsdale, Arizona with a developed specialty in the area of retirement income planning.
As a featured columnist for About.com, a subsidiary of the New York Times, she writes regularly to supply financial planning content specific to those age 55 and older. (See www.moneyover55.about.com).
She also currently serves as the Chair of the Practitioner Peer Review Committee for the Retirement Management Journal, a publication issued by the Retirement Income Industry Association.
Practicing since 1995, Dana is a Certified Financial PlannerTM, Retirement Management AnalystSM, a Kolbe Certified ConsultantTM, member of NAPFA (National Association Of Personal Financial Advisors), FPA (Financial Planning Association), and RIIA (Retirement Income Industry Association).
As an expert in her field she has spoken for numerous organizations, associations, and conferences on the topic of retirement planning and investing for income (details below), and interacts regularly with readers and clients on these topics.
Dana believes the retirement income planning process is not static; it is alive with choices and variables. To make the best decisions consumers need a way to understand the interactions of the choices they make and the corresponding impact on their future.
To trust the information they see, they need an independent voice; information free of the influence of politics, financial products, or advertising incentivized media articles. Thus was born the vision for Sensible Money.