About Sarah & Her Team
As a Financial Adviser, Sarah understands the significance of wealth growth, asset preservation, and retirement planning. With more than seven years of experience in the financial industry, she has assisted business professionals and retirees in achieving their financial objectives through personalized financial planning and investment strategies.
Her team is dedicated to staying up to date with the latest financial trends and changes, as well as ongoing education and training so that we can offer you the most current and relevant financial advice.
Effective Planning for A Worry-Free Future
Everyone's financial journey is unique. That's why our team offers personalized financial planning to help you achieve your goals. We work with you to understand your current financial situation, your short and long-term goals, and your risk tolerance to create a customized plan that fits your needs.
The Journey Ahead
We believe that everyone deserves to live their best life, no matter their age or financial status. Whether you are a business professional looking to maximize your investments, or a retiree wanting to ensure a comfortable retirement, we are here to help you achieve your financial goals.
Our personalized approach to financial planning starts with a comprehensive assessment of your current financial situation, including your assets, liabilities, income, and expenses. From there, we work with you to create a customized financial plan that meets your unique needs and goals. We believe in open communication and transparency, and we keep you informed every step of the way.
Ready to get started?
Whether you are just starting out on your financial journey or are already a retiree, we are here to help you achieve your financial goals.
Contact us today to schedule a consultation and take the first step towards a better financial future.
Articles
Having control over your day-to-day finances
Money is personal, and emotional, but it doesn’t have to be scary. Understanding how your day-to-day finances and your emotions are connected can help you take more control of your financial situation.
Easy steps for starting a "surprise" fund
Surprises happen, and they can get very expensive. Whether you have a "surprise fund" already or not, these easy steps can help you feel secure and prepared for any future surprise expenses.
Budgeting for a non-budgeter
Budgeting doesn’t have to be a scary word. Take the fear out of budgeting with these simple tips, tricks, and ideas to help even a beginning budgeter get started.
Should you combine your finances after getting married
Whether or not to tie your finances together after you’ve tied the knot is a big question for all newly married couples. Here’s what you need to consider before making the decision.
5 things to do after divorce to help build financial freedom
Divorce is a reality that half of married couples will face in their lifetime—it’s an emotionally challenging time for most, but bringing a thoughtful approach to your finances throughout the process can ensure that you come out on the other side prepared for your new life.