We set out to eliminate the BS and help people succeed financially.
Welcome to Sanctuary Financial Planning. What we do is not different from most financial planners, but how we are compensated makes us highly unique. We are an hourly, fee-only financial planning firm. While most of the financial planning industry gets compensated by a percentage of assets under management or other annual fee, we are paid by the hour.
Sanctuary is grounded in 3 core beliefs:
- No Bullsh*t:
In an industry that has historically been plagued by conflicts of interest, lack of clarity and overuse of jargon, we wanted a model that would eliminate the BS. We chose hourly because we believe it is the most transparent, straightforward and fair way to deliver financial advice. - Everyone Deserves a Plan:
The majority of financial services professionals require a minimum level of assets under management (AUM) before they will work with you. Not at Sanctuary. There are no asset minimums because we believe that everyone benefits from independent, objective financial advice, and we know you’re worth more than the size of your investment portfolio. - We Break Glass:
We’re not afraid to challenge the status quo. We believe it’s time for the financial services industry to diversify beyond the AUM model in order to democratize the planning process and embrace the next evolution of delivering advice.
Get independent and objective financial advice from advisors who care more about you than the size of your investment portfolio.
Our deep knowledge of financial planning is informed by our own life experiences and the financial challenges we’ve learned from along the way. This is why we are passionate about helping you reach your financial goals.
Jim Charles, CFA, CFP®, CDFA®
Sarah K. Charles, CSRIC®, AIF®
Everyone Deserves a Plan.
Questioning the value of the recurring fees for financial planning? Searching for a financial GPS? Beginning a new chapter in life? Or wondering if you’ve thought through all aspects of your financial plan? Pay for financial advice without getting stuck with asset fees or other recurring charges. With Sanctuary Financial planning, you only pay for the time you need.