We have the experience and tools to help put your aspirations into action.
Whether you’re just starting out or established in your career, what you do today sets the stage for tomorrow. At Sensenig Capital, we appreciate your passion for building and growing your career or business. We’re driven to help you achieve personal financial success with objective, actionable advice — always with your best interest in mind.
Our Wealth Management Process for Early to Mid-Career Professionals
We take a 360° view of your financial life today and your goals and aspirations for the future. Together, we work out a comprehensive game plan that can help reduce liabilities and maximize your financial potential.
We begin by learning about you, then committing to a prudent, mutually beneficial relationship.
Together, we analyze your finances, including investments, cash flow, and net worth.
Presentation of your plan through cutting-edge technology in an easy-to-understand manner.
We deliver a clear path forward, with advice from experienced, credentialed professionals.
Ongoing access to a CERTIFIED FINANCIAL PLANNER® and exclusive online tools, always available.
Ongoing Financial Advice, Always In Your Best Interest.
Sensenig Capital provides objective financial guidance to help put you — and keep you — on track to reach your financial goals. We are fiercely independent and do not receive commissions or sell products. In fact, we belong to a highly selective industry association of fee-only advisors known as the National Association of Personal Financial Advisors (NAPFA).
Our fees are priced to be a good value. Because we run our business efficiently, we’re able to pass our cost savings onto you.
- Nominal upfront cost; low monthly retainer
- Assets under management fee, where applicable, starting at 1%
- No asset requirements or annual fee minimums
- Direct access to our fiduciary expertise and ongoing support