Client Testimonials

Financial planning for businesses and individuals. Get help understanding taxes, business financial strategies and more. Home purchase. Family planning. Preparing for tuition. Career change. Inheritance. Retirement.

As one of Sarah’s business partners, I see up close her passion for financial planning and her commitment to her clients, especially those most in need of her expertise and guidance. By combining her in-depth knowledge, breadth of experience, and calm demeanor, Sarah is highly effective in putting individuals and businesses on a path to fiscal responsibility, profitability and freedom.

Marie Kelly, General Sales Manager, Cape Cod Oceanview Realty

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I’ve been seeing Sarah for a few years now. First to do my personal and business taxes, then to help with my business financial challenges. Sarah is easy to talk to and opened my eyes to making smarter choices with my business expenses. She now also handles my IRA. Leaving my old accountant was very hard for me but Sarah has done so much more for me and I am happy I made the switch.

Michelle Drew, Sr. Stylist and Owner, Newbury St. South Salon & Spa

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Sarah can take a complete disaster for record keeping and make sense of it. She will set you up with a process to follow as well as teach you how to save money and look at what you “really” have and what you are “really” spending your money on. She is thorough, honest and professional. I have referred her to many friends and family with all types of needs and they have all been pleased. Sure it takes her wit and knowledge to make you feel comfortable and that everything will be OK. She will get you on the right track to organize your existing financials so that you can better plan for your future. Thank you Sarah.

Amy Babineau Hardy, Owner, Sparkle Edge Cleaning

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Your financial services have been a fabulous resource for both my small but growing business, and my small but growing family. I appreciate the time you take to hear my questions, your practical advice, and your upbeat you can do it attitude. In particular, it’s been great to connect with a financial advisor who truly understands the issues faced by families living off our seasonal economy. Thanks for everything you do!

Nate Church, Outside Cleaners