Inidividuals & Families

Master Your Finances

Don’t leave your financial wellbeing to chance.

Gift yourself a personal financial review.

A safe place for conversation

An educational approach

A customized financial strategy

Do you feel powerless to plan or protect your retirement, your family, or your legacy?

We take an education-based approach to teach strategies traditionally used by America’s wealthy 1%. Then we use a simple six-part financial needs analysis process to get you on track for your goals and dreams. Better yet, because our mission is #NoFamilyLeftBehind, we do this for free. All we ask is that if you love how we help you, then help us help more people.

Is it a struggle to talk about finances?

Maybe because…

We were taught not to talk about money
We lack financial education
We don’t know who to talk to

We don’t know what questions to ask
We’re ashamed of where we’re at, financially
We’ve been told we don’t have enough money to talk to a financial professional

Be the hero, end the struggle.

As you take responsibility for your story, we’ll support you with:

Financial education
A free personal financial review
Someone you can ask questions to

A plan that might cost $500 to $5,000 elsewhere
Access to America’s top-rated financial companies
Access to annual reviews

Our Solutions

Here, you'll find...

Access to both sides of the financial industry

We're non-captive

An educational approach

A financial strategy team

No hourly rates, no minimums

Our consulting approach

As long as you are ready to take charge of your future, we’re here to support you.

1. Listen
While you tell us your dreams, goals and challenges, we’ll listen. That way we can create custom strategies, just for you.

2. Educate

No one should blindly follow someone when it comes to their financial future. That’s why we take an educational approach, so that you can understand our recommendations and make your own decisions.

3. Strategize
Who has the most to gain or lose from the strategies you select? You! Why wouldn’t you want to understand more and have more control? If the financial status quo of Americans isn’t what you want… perhaps it’s time to take courage, get out of your comfort zone, and look at different strategies.

4. Implement
Knowledge is not power unless it is applied. We won’t just give you education and strategies without helping you understand how to apply them so they can have a true impact on you and your family.

Our 6 steps Financial plan guide you towards your goals and dreams

It really motivate us when we see individuals and families are walking in more freedom, more hope and more impact

Increase Cashflow

Earn additional income
Manage and budget expenses
Pay less taxes

Debt Management

Consolidate and Eliminate Debts
Restore and rebuild credit

Emergency Fund

Get on track for 3-6 months’ of income saved for emergencies

Proper Protection

Protect against loss of income or life
Protect family asset
Long Term Care

Wealth Building

Strive to outpace inflation
Strive to reduce taxation
Plan for retirement

Preserving Wealth

Leave a family legacy
Reduce the impact of taxation

Services Offered by Sarah

Insurance Protection

Perhaps the most important part of preparing for the future is protecting it. Whether you pass away unexpectedly, or become disabled, there are products that can help protect the life you've built for you and your loved ones.

Retirement Strategies

You shouldn’t have to work forever, or wonder if and when your nest egg will run out. We can provide a variety of options to help you prepare for your retirement years.

Business Strategies

Business owners need financial and insurance choices for themselves and their employees. They also need to safeguard the future of their businesses. We can assist in designing strategies to ensure that if—or when—something happens, those who own and run the business are protected.

College Funding

Every parent wants the best education for their children, yet tuition costs continue to rise. Whether you’re preparing to send one child or five to college, we are here to share useful tactics on how to support your children’s future while still saving for yours.

Long Term Care

A long-term care event can be financially devastating. So while long-term care planning is often overlooked, it can be a key component of a solid financial plan. This is especially true as people are living longer. Long-term care planning needs to be complete before care is needed, to ensure expenses are covered.

Life Insurance

Life insurance is key to protecting those you care about most. Whether you are looking for simple and inexpensive coverage, permanent insurance for legacy planning, or a policy that offers additional benefits such as retirement income, we can walk you through the main options and help you decide what is right for you.

Legacy Strategies

Without a personal legacy strategy, assets and taxes may not be properly handled. If you have kids, they may end up in the foster system. Even if they are taken care of, inflation and overspending can deplete family fortunes between generations. We can work with you and estate planning professionals to fund legacy strategies to keep your loved ones secure long after you’re gone.

Disability Insurance

Unexpected disability can knock out your prime earning years. With disability insurance, however, you can still receive income even if you can’t work due to an injury or other unforeseen circumstance.

Thriving clients make our day!

"Sarah went above and beyond to craft a comprehensive financial strategy for me that considered my cash flow, wealth-building goals, and insurable need. She also helped me take back control of an old retirement account that I had almost given up on. She moved it to a new account where I am protected against any future market loss, but am still positioned to capture growth. Sarah continues to check in with me, and make sure I understand my options and how I can maximize my growth potential."

- Jennie, California

"Sarah was a guest speaker to my sophomores, juniors and seniors in our school's JAG program (Jobs for America's Graduates). Her intro to personal finance helped them to be more engaged and just care more about their future."

- Allison, Missouri

Schedule a complimentary, no-obligation appointment

Our way of doing business means you don't have to pay for each hour of advice, there's no minimum requirement, and you're not obligated to purchase anything. If you find our services beneficial, we simply ask that you help us help more families.