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As a Pearland area CERTIFIED FINANCIAL PLANNER™ Professional, I can provide you with the personalized, professional guidance you need on your financial journey. We’ll work on things like budgeting, debt management, education funding, buying your dream home, funding a secure retirement, and leaving a legacy. My mission is to make sure every client can make confident decisions about money. Financial Planning is a key tool in building that confidence.

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Financial Planning

Financial Planning

I am a CFP® Professional serving Pearland, Texas. Financial Planning helps you prioritize how you use your scarce financial resources to enjoy life today while still planning for your future. It all starts with setting specific goals and ends with a set of specific recommendations for you to act on in the next 12 months to get yourself on track.

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<h3><b>Portfolio Management</b></h3>

Portfolio Management

I am an seasoned Financial Advisor serving Pearland, Texas with thoughtful Portfolio Management. Being thoughtful means building a set of investments with your goals in mind. When I build our portfolio, I’ll consider how long your money will stay invested, how much risk you can withstand, your sensitivity to taxes, and your experience as an investor.

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<h3><b>Divorce Financial Planning</b></h3>

Divorce Financial Planning

I am an experienced divorce financial advisor near Pearland, Texas, devoted to helping couples plan for the often serious financial implications of divorce. Using an expert like me to assist in developing your divorce settlement agreement could help you leave your marriage on a solid financial footing.

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Serving Pearland Individuals &#38; Families

Serving Pearland Individuals & Families

I am a CERTIFIED FINANCIAL PLANNER™ Professional serving Pearland. I am dedicated to helping every person I work with to live a happier, more confident life through highly personalized Financial Planning. Each client who chooses to work with me receives individualized care and personal attention. No two families or individuals look the same so why should your Financial Plan?  You deserve strategies and solutions the serve your specific goals and priorities.

Financial Planning for Young Adults

I am a CFP® Professional based near Pearland dedicated to serving young adults who aren't rich yet but want to be. Making wise and well-informed decisions about money isn't easy, especially if you're still navigating a learning curve. I take pride in teaching every client what they need to know about personal finance.

Why Choose Sarah Cuddy as your Pearland CFP&#174; Professional

Why Choose Sarah Cuddy as your Pearland CFP® Professional

I am dedicated to providing Pearland residents with the best in financial planning. When it comes to financial planning, you need someone with the right education and experience. Not only have I earned the prestigious CFP® certification (2018), I also hold a Master of Business Administration from the Red McCombs School of Business at the University of Texas (2010), and I have over a decade of experience as a Financial Advisor. I can guide you with budgeting, debt management, goal setting, savings planning, asset allocation, and life insurance planning. My focus on personal service gives my clients confidence that the advice they get from me is formulated just for them.

Contact Sarah Cuddy Today for Pearland Financial Planning Services

I have helped dozens of individuals and families take control of their finances by providing personalized planning with one-on-one attention. Together we'll develop sound financial strategies and get you on track to reach your goals. Get in touch with me today to learn more about my Pearland financial planning services.

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