Sara Young, CFP®
Financial Planner
The Hour
- Pregúntale a un asesor financiero lo que quieras sobre inversiones en una hora
- Sin comisiones, productos ni discurso de ventas
The Plan
- Un programa de 8 semanas para lograr un plan estratégico de tu vida financiera
- Obtén un plan financiero de más de 8 páginas
- $0 ahora; paga después de tu primera reunión
The Ongoing
- Apoyo continuo y responsabilidad cuando lo necesites
- Videollamadas trimestrales y correos ilimitados
- Revisión financiera anual de 2 páginas
Acerca de Sara
Biografía
RETURNING CLIENTS: Reach out with needs; I'm back from maternity leave! Nice to meet you! I became a financial planner after I saw firsthand the impact that a couple adjustments could make in the trajectory of a person's financial future. In a previous life I was a Registered Nurse and I bring that trust and compassion into my work as a financial planner. I jumped into finance in 2018 and after a year of studying, I completed a two year apprenticeship in comprehensive financial planning, two seasons of tax prep, and worked closely with clients on everything from just getting started with investing to complex estate planning strategies. I launched my own firm in 2023 with a desire to focus on making conflict-free advice more accessible to the masses, and to incorporate my Christian faith more intricately into my work. I'm here to translate finance speak into the right decisions for YOUR life, account for your values and preferences, and ensure you're confident in your path forward.
Puedo ayudarte con
Me gusta trabajar con
Lo personal
I love the beach, black tea, and trying to get my 4 kids to smile at the camera - or even look at the same time. I try to keep up with three different book clubs (an uphill battle) and our straw bale garden (an intriguing science experiment). I can sing all the elements in the periodic table and can have a lively conversation about your finances just by looking at your (complete) tax returns.
Educación y designaciones
Experiencia
Reseñas
Los clientes dicen
Los reseñadores mencionan
- Retirement Planning
- Investment Strategies
- Portfolio Review
- Tax Planning
- 401k Rollovers
- IRA Rollovers
- Roth Conversions
- Social Security
- Medicare Implications
- Budgeting
- Savings Strategies
- Home Buying Affordability
- Great Listener
- Knowledgeable
- Patient
- Personable
- Friendly
- Warm
- Thorough
- Prepared
- Organized
- Clear Communicator
- Honest
- Transparent
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She was a great listener to start and just trie...
She was a great listener to start and just tried to understand our goals and where we are. Then she used our feedback to go through details on specific actions we needed to take to position ourselves to be ready. I consider myself reasonable financially fluent and I learned a ton from Sara!
Sara was super helpful and great to work with. ...
Sara was super helpful and great to work with. She was prepared, generous with her time and shared a thorough follow up email which went into detail about things we only covered briefly in our session. It was definitely worth the money to get her advise on our financial plan and we tweaked several things at her recommendation. We are now feeling very confident with our plan moving forward and we have a lot of helpful documentation to refer back to. Would definitely recommend Sara!
Sara did a great job of helping me feel better ...
Sara did a great job of helping me feel better about my retirement savings. I bought a house a few years ago and was worried about how it would affect my retirement savings. I was impressed with the way she used questions to help focus our conversation on the biggest issue worrying me. Even though our session was just one hour, I felt like we covered A LOT. After reviewing my numbers, she helped me feel better about where I am on my retirement savings journey. She also gave me some good suggestions for tweaking my budget to help me save more money. Sara is very personable, friendly, and knowledgeable, and I highly recommend her.
Very Informative
Sara is very easy to work with, and is able to tackle a topic from several different angles. She easily grasps your situation and is able to make good suggestions to get you on track for your personal goals. You will definitely learn something from her, or be given a different approach to address your concerns. I love that she is not trying to sell you anything, and meets you where you are to take you to the next level of retirement planning. I would definitely consult her in the future!
Most valuable hour of our year!
We are repeat clients of Sara's and can't say enough how beneficial her advice and insight has been for us. We are a low-income, single-income family and she treats us with such dignity and competence as if we were her top-earning client. Sara does an excellent job balancing our questions coming into the meeting and leaving us with plenty of time to clarify confusion and set direction for the future. Meeting with Sara has become the most confidence building step in our family's financial planning.
Great Experience - HIGHLY Recommend!
Sara was so informative & provided such great insight to our financial situation & investments. She provided thorough steps for us to follow to complete to get everything to where it needs to be. We will definitely be working with her again in the future!
Outstanding service
Sara was incredibly helpful in providing answers to numerous questions we asked and advice on what to do next with our finances. She was efficient and we got through all of our topics within the hour and will be following up in the future to ensure we are still on track.
Great info
Great info
Sara is a great listener and is very knowledgea...
Sara is a great listener and is very knowledgeable.
Practical advice
Very helpful, practical and explained things in easy to understand ways.
Preguntas frecuentes
The Hour: You'll fill out a short intake form so we can learn about you and your goals for our meeting! In your Nectarine account, you can also enter your personal financial information (net worth and budget details) as well as upload files to your Secure File Vault. We also recommend that you have any necessary account login information ready.
The Plan and The Ongoing: You'll get access to a financial planning portal where you can share your numbers, link your accounts, and upload the requested documents (we'll share a list).
The Hour: Yes, you will receive an email summary with important takeaways and resources so you'll know what to do next.
The Plan: Yes, you will receive a 8+ page roadmap on your full financial picture with detailed information on the next steps. Your advisor will be available to help you implement any items.