Sarah Robinson, CFP

I am an independent fee-only fiduciary, registered with the SEC as a Registered Investment Advisor. Being independent means that my focus is on you – the client and not on products that earn me commissions.

What is my why? In the many years that I have worked in the financial services industry there are two consistent issues for people…the first being that the lack confidence in their financial decision making and the other is the lack of understanding for the terminology used and for many this freezes them from financial planning. While my focus is particularly on the financial challenges of women, I have a broad client base of Cape Cod resident’s and businesses.

My primary goals when working with clients are to help them understand financial manageability as well as helping them to be proactive with their finances. Clients have much more control over their financial situations than they think. There is a tremendous financial freedom when we recognize that our money works for us and not the other way around.

I am originally from West Hartford, CT where I graduated from Saint Joseph college with a bachelors in business administration. I worked for a large insurance / financial services company before deciding that I am happier as a small business owner. I have been self-employed now for the past 30 years.

I moved to Cape Cod in 1989 where I partnered in a small business based in Harwich and developed a loyal client base the with the primary focus of tax preparation.

My professional passion is my clients, helping people understand their financial situation in order to gain control and realize attainable goals.