“With solid financial thinking and mechanics in place, Sarah needs a Financial Planner to ensure she remains diversified within her risk tolerance.”
Sarah enjoys hobbies like hiking and biking, as well as having the freedom to travel to exotic places. She enjoys her career and is motivated to save 15% of her paycheck on a regular basis, consistently maximizing contributions into her company's 401(k) retirement plan.
Sarah's company also offers a Stock Option program, making it important that she makes smart decisions when exercising those options. Thoughtful tax planning around this will keep her tax liability as low as possible.
With solid financial thinking and mechanics in place, Sarah needs a Financial Planner to ensure that she remains diversified within her risk tolerance — staying on track to achieve her long-term financial goals. She is seeking an independent, fee-only advisor who does not charge commissions and does not sell packaged financial products.
Primary Financial Concerns
01Investing regularly in a diversified portfolio with the goal of beating inflation and maximizing total return over the long run.
02Striking a balance between keeping personal debt under control and paying down her mortgage, while continuing to save for the future.
03Working with an independent fee-only fiduciary advisor who understands her financial goals and provides tax planning to minimize her tax liability.
Considering a Disciplined Approach
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