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Sarah's Services
What is Financial Planning?
Why Hire a Financial Planner?
Why Hire a Financial Planner?
Financial planning is about more than preparing for retirement. It's about working towards short and long-term goals and helping plan for the most important things In life.
A strong plan is developed in collaboration with a financial planner and includes a balance of products that is flexible enough to meet changing needs across a client's personal and professional life.
The first step to achieving a strong financial plan is creating an effective strategy that will help:
- Prepare for retirement well-being.
- Minimize current taxes.
- Proactively manage and control debt.
- Help prepare for a child's college education.
- Provide loved ones or heirs in the event of death, disability or critical illness.
- Protect businesses and their employees.
Why Hire a Financial Planner?
Why Hire a Financial Planner?
Why Hire a Financial Planner?
Are you ready to confidently take charge of your own financial affairs?
Are you tired of money managers not speaking to you in a language that you understand?
Have you dealt with your spouse's advisor who does not bring you into the process?
Financial planning is not an event, it is a process that starts with you discovering where you are and where you want to be.
Your goals and values are the foundation on which your personal financial plan is built. All the work that we do will always reflect what is important to you...not someone else.
You and I can work together exploring options and show you opportunities and possibilities that you may not have thought of. We will build a list of actionable items that are designed to keep you on the path to success. We will then implement and monitor your plan so that we are able to make changes as life happens.
Investment Services
Investment Services
- Individual Retirement Accounts (IRA, ROTH IRA)
- Retirement Account Consolidation (Rollovers from Previous Employers)
- College Education Savings Accounts (529 Plans)
- Non-qualified Accounts (Mutual Funds, Exchange Traded Funds, Stocks, Annuities)
- Impact and Socially Responsible Investments
For Small Businesses
- Retirement Plan Design (401k, SEP, IRA, Simple IRA)
- Employee Profit Sharing Plans
- Employee College Savings Plans
Day-To-Day Financial Management
- The first piece of the financial planning puzzle is gaining an understanding of your day-to-day finances and money habits.
- Cash flow and savings analysis
- Budgeting support
- Employee benefits planning
Financial Planning & Goal Setting
- One of the primary benefits of working with a financial advisor is having a trusted ally to help you set financial goals and achieve them.
- Risk management and insurance planning
- Real estate transaction support
- Retirement planning
- Tax and estate planning
- Charitable giving strategies
- Equity compensation (e.g., RSUs, stock options) strategies
Responsible Investment Management
We work with you to develop an investment strategy that you can stick to, even during those inevitable periods of discomfort.
- Target rate of return and risk tolerance assessment
- Investment policy statement development
Asset allocation and investment selection
- Periodic rebalancing and ongoing risk management
- Tax management and distribution planning