Sarah and Paige have over two decades of combined experience in the financial planning industry. After years of climbing the corporate ladder, they grew frustrated with the limitations of roles that were labeled “planning” but without the tools, time, and resources.
They 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, they connect with a diverse demographic including young professionals eager to learn the basics as well as retirees focused on living comfortably and leaving a legacy.
Their collaborative approach allows clients to choose how they would like to partner with them to work with existing strategies or create new strategies by matching their preferences with our industry experience.