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Hi, I’m Sarah

A Financial Advisor, CERTIFIED FINANCIAL PLANNER™ Professional (CFP®) & Certified Divorce Financial Analyst™ (CDFA®)

I’m glad you found me. I specialize in Financial Planning and Investment Portfolio Management for young professionals, divorcées and retirees. My practice centers around you: setting you on a path to achieving your financial goals. When you invest in yourself through our work, you’re laying the foundation for a more secure future.

My Story
Client Centered

I'm here for YOU!

My role in your financial life

Financial <br/>Planning

Financial
Planning

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Managing <br/>Your Money

Managing
Your Money

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Divorce <br/>Planning

Divorce
Planning

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Ready for the next step?

Ready for the next step?

It's your life; you should live it the way you want. I believe that knowledge leads to independence. Together, we’ll leverage your goals with smart financial advice to ensure that you’re in the driver's seat for years to come.

Set Up Your Free One-Hour Consultation

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