There are so many moving pieces of your financial life — let me help you:
Plan ahead with estate planning
Plan for specific life events, like going back to school or getting married
Make the most of your company stock compensation
Review and optimize your employee benefits
Get organized and set up your personal finance systems
Understand your current balance sheet and optimize your cash flow
Set goals and cash flow priorities
Pay down your debt
Invest with confidence in a way that makes sense for you
Save strategically for “Future You” and your financial independence
Protect you: review your insurance policies
Want more information? Talk with Sarah to get all your questions answered!
“Launch”: Project-Based Financial Advice
For those who just have a few questions (not necessarily a full financial plan)
Tackling 1 or more of the topics above
Focused, concise direction to get started on the right foot
Work through any life event, such as a new child or company liquidity event
3 virtual meetings + 3 months of email support included*
$2,150 individuals / $2,650 couples
* Paid half up front and half upon completion of our work together. Meetings depend on scope of the engagement - I won’t leave you hanging! Project meetings should be scheduled within 3 months of each other to maintain our “momentum”. ;)
“Just Talk With Me”
One-time 90-minute meeting with Sarah
Tackling 1 or more of the topics above
Complete an initial client questionnaire before the meeting
Talk with Sarah and ask your all of your financial questions
No implementation support before or after meeting
Designed for new grads that just need some setup help
$500
* Paid half up front and half upon completion of our work together.