Sarah works with individuals and couples providing goal-based financial plans and strategic investment strategies that help prepare clients to meet their short-term and long-term goals. She advises her clients in the areas of retirement, Social Security, insurance, investing, tax considerations, and estate planning. Sarah also works with corporate clients to design and manage company retirement plans as well as develop and deliver employee financial education.
Since 2019, Sarah has been a Certified Divorce Financial Analyst ®. She helps clients and their attorneys better understand the financial complexities of the divorce process and consider the long-term effects of alternative settlement proposals. She is also trained as a financial neutral in the Collaborative Divorce Process. Sarah presents at monthly divorce workshops including Divorce Options and Second Saturday.
Sarah started her career as a mathematics teacher. Her knowledge and experience in education continue to play a key role in helping her clients navigate complex financial situations. She excels at assisting her clients in understanding their options and guiding them in the steps they can take to pursue their long-term goals.
Sarah is a member of the Financial Planning Association-National Capital Area Chapter (FPA NCA), an organization dedicated to high standards of professional competence, ethical conduct and clear, complete disclosure. She is also an active member of the Collaborative Professionals of Northern Virginia (CPNV), a group of professionals who offer clients an opportunity to work through dispute resolutions of separation, divorce and other matters within a model of respect, integrity and honesty.
Sarah’s professional credentials:
- Certified Financial Planner (CFP®)
- Certified Divorce Financial Analyst (CDFA®)
- Licensed for Life, and Health Insurance
- Master of Education in Curriculum and Instruction from George Mason University
- Bachelors of Science in Mathematics from Penn State University
Getting to Know Sarah __________________________________________________________
Sarah resides in Fairfax, VA with her husband, Luis and puppy Pisco. She enjoys running, wine tasting, and is passionate about health and wellness.
If Sarah Could Meet Anyone Past or Present it Would Be: Melinda Gates
Place Sarah Would Most Like to Visit: Venice, Italy
Favorite Movie: Sound of Music; Forest Gump; Titanic; Good Will Hunting; or any documentary!
Favorite Quote: “The meaning of life is to find your gift. The purpose of life is to give it away.”
What Motivates Sarah: Any day when the sun is shining
Sarah’s Biggest Accomplishment: The relationships I have cultivated with my many friends, family and clients