Sarah has over 15 years of experience in the financial planning industry. After years of climbing the corporate ladder, she grew frustrated with the limitations of roles that were labeled “planning” but without the tools, time, and resources.
She identified a need and an opportunity to serve those who were seeking more compassion with their financial planning.
By leading with education and empathy toward each client’s specific situation, she connects with a diverse demographic including young professionals eager to learn the basics as well as retirees focused on living comfortably and leaving a legacy.
Her collaborative approach allows clients to choose how they would like to partner with her to work with existing strategies or create new strategies by matching their preferences with her industry experience.