Sarah Robinson certified financial planner, making dollars and sense for the Cape Cod community and friends for over a decade.
I currently service hundreds of tax clients consisting of individuals, partnerships, corporations, non-profits and estates. I am a Quick Books Pro Advisor and offer bookkeeping as an add on service.
The consulting portion of my services portfolio consists of Small Business consulting working with businesses to establish appropriate financial systems as well as assisting in cash flow enhancement and setting strategies to enhance the bottom line.
I have been a Certified Financial Planner since 2001. I am also licensed to provide investment advice and asset management with my Series 6 and 7 licenses. My Broker is HD Vest I have access to a host of proprietary funds through this relationship but can utilized client preferred funds. I have just under ten million dollars in Asset Under Management and is the largest growth area of my business.
My primary goals when working with clients is to help them understand financial manageability and develop a plan for clients to become proactive with finances.
Clients have much more control over their financial situations then they think. There is a tremendous financial freedom when they recognize that our money works for us and not the other way around.
Sarah Robinson, CFP: 1 (508) 240-1056
Robinson Financial Solutions
Sarah E, Robinson, CFP – 2016 Bronze winner, Readers Choice Awards, Wicked Local, for Accountant/Financial Planner!!
I work with both businesses and individuals to help understand financial habits, establish realistic financial goals and an achievable path to meet these goals.
I am a housing counselor and teach a State certified first-time homebuyer class as well as being on the Brewster Housing Partnership which deals with affordable housing issues on a local level.
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