The Woodlands CERTIFIED FINANCIAL PLANNER™ Professional
The Baird Way means that clients come first, always.
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.
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.
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.
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® 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.