Worry less.
Live more.
It doesn’t matter if you have ten thousand dollars or ten million dollars. We believe EVERYONE deserves honest, clear, proactive advice at a fair price.
Worry less.
Live more.
It doesn’t matter if you have ten thousand dollars or ten million dollars. We believe EVERYONE deserves honest, clear, proactive advice at a fair price.
We want to help you find your financial sanctuary
- Control over your financial life
- Confidence that you’re making the right financial decisions
- Peace of mind, knowing you are going to be okay
- Financial calm and clarity – less money stress
- An advisor you can count on and trust to provide unbiased advice at a fair price
- A plan in place to fuel your dreams
How do we do it?
We keep it simple –
we keep it transparent
We make suggestions;
you make choices.
You’re part of the process so you know where your money is, why we’re making every recommendation, and how those recommendations will help you reach your goals.
We make it fair
and affordable
When you make money,
YOU make money.
With most advisors, your fees rise alongside your assets.
But with Sanctuary, your fees remain fixed – so the only person who makes more money when your assets grow is YOU!
We want to
empower you –
not intimidate you
We want you to be in control of your finances.
We’re here to work with you – as financial thought partners – to figure out where you are financially, where you want to go, and how to get you there.
Nice to meet you!
We’re Sarah and Jim – two advisors shaking up the wealth management industry with our fair and transparent approach to delivering financial advice.
What do our clients think about working with us?
These clients have not been paid or received any compensation for providing testimonials, and there are no material conflicts of interest.
Just some of the situations we help with
Sam & Allison are tired of overpaying
Sam and Allison like their advisor, but they are frustrated paying high fees based solely on the size of their portfolio.
Mark & Jenna are ready to leave corporate America
Will they have the ability to pursue their passions while still having enough to live the life they want and honor their financial commitments?
Noah and Avery are ready to retire
While Noah and Avery are excited about retirement, they are both admittedly nervous about no longer receiving a paycheck.
Insights
Meet Sanctuary Financial Planning
Meet Sanctuary Financial Planning, an advice-only financial planning firm that we founded to change how financial advice is delivered to clients.
Advice-Only Financial Planning: Is It Transactional?
There’s a common misconception that because we don’t manage assets for our clients, our advice-only approach to financial planning is transactional.
Common Financial Headaches
Everyone has financial headaches. Do any of these feel familiar to you? If you said yes, you are exactly why we founded Sanctuary Financial Planning.
5 Steps to Hiring a Financial Advisor You Trust and Like
Your financial future is too important to trust to just anyone. We’ll walk through 5 steps you can take to find a financial advisor you trust to help you build financial security today and for years to come.
Are you ready to take control of your financial life?
Schedule your free Inquiry Call to get started toward finding your financial sanctuary.
- Learn how we can help
- Ask all of your questions
- Decide if we're a good fit