Sarah is a Certified Financial Planner™ (CFP®) practitioner, the leading certification among financial professionals.
This designation is awarded only after intensive study, practice and testing. It demands adherence to the principles of integrity, objectivity, competence, fairness, confidentiality, and professionalism when dealing with clients.
Sarah specializes in retirement planning and wealth preservation. She does modular and comprehensive planning. She also specializes working with women and investing.
She was selected by Consumers’ Research Council of America for inclusion in their 2010 “Guide to America’s Top Financial Planners”. The selection process was based on a point value system that awards points for education, years in practice, and affiliations with professional associations and organizations. The publication will be available to consumers via a new downloadable format at www.consumersresearchcncl.org.
My goal is to inject the highest competence, integrity and trust you can ever expect from a financial professional. You won’t be passed on to a different advisor when you work with me. I can do comprehensive planning, retirement planning, wealth management and/or estate planning or I can work with you on a specific goal or objective you might have.
Outside the office, Sarah enjoys hiking, reading, travel, tennis and — especially — family gatherings.