Sara has been advising clients for 20 years in all areas of financial planning. For the last 5 years, Sara has been self-employed as an advice only financial planner. Sara’s plans answer clients day-to-day practical questions on income, expenses and savings as well as the big-picture questions that clients have about how to use their assets to meet their goals. Sara’s current practice includes a significant number of families who are divorcing- Sara works with these clients to organize, explain and anchor clients’ decision making so that clients get the best possible outcome. Sara often works with both spouses in a separation to facilitate communication, aligning goals and understanding information.
Member:
FP Canada, Institute for Advanced Financial Planning, Academy of Financial Divorce Specialists, Institute of Divorce Financial Analysts, FSRA
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