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I am a CERTIFIED FINANCIAL PLANNER™ Professional providing financial planning to individual and families in The Woodlands. We’ll work on things like budgeting, debt management, education funding, buying your dream home (or that vacation 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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The Baird Way means that clients come first, always.

Financial Planning

Financial Planning

I am a CFP® Professional serving The Woodlands, 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 a seasoned Financial Advisor serving The Woodlands who tailors her portfolio management to each client's needs. Portfolio Management involves building a set of investments with your goals in mind. 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 a divorce financial planning specialist serving The Woodlands, Texas. Divorce is a complex financial transaction that forces you to make permanent, life-altering choices with limited information. Using an expert, like me, to work through these decisions could help you end your marriage on a solid financial footing.

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Serving The Woodlands Individuals &#38; Families

Serving The Woodlands Individuals & Families

I am a CFP® Professional serving individuals and families in The Woodlands. Your plan is a document that will guide decisions around investments, savings, retirement, budgeting, and debt management. A document that important should fit you like a glove. Together we’ll build a Financial Plan that addresses everything you need to address, and nothing you don’t.

Financial Planning for Young Adults

I am a CFP® Professional serving young professionals in The Woodlands. I firmly believe that establishing sound personal finance habits early in life can set up young adults for financial success in the future.

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

Why Choose Sarah Cuddy as your The Woodlands CFP® Professional

I am an experienced CERTIFIED FINANCIAL PLANNER™ Professional serving The Woodlands who specializes in creating highly tailored financial plans for each client I touch. As a CFP® Pro, I have the training to provide advice on retirement, investing, estate planning, and insurance. The financial plan we create together will fit you because I'll take the time to get to know you, understand you, and apply my years of training and experience in crafting your Financial Plan.

Contact Sarah Cuddy Today for The Woodlands Financial Planning Services

With over a decade of experience as a Financial Advisor, I have the education, experience, and expertise to help you make a plan and live your dream. From budget basics to investment portfolio design, I have what it takes to get you on the road to success. 

Don't hesitate to contact me today for all your financial planning needs in The Woodlands!

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