Clarify your goals, develop an action plan and take control of your financial life.
The first step is to schedule a 15-minute inquiry call.
This complimentary call will give you a chance to determine if the services we provide are a fit for your needs.
- Inquiry Call (15 – 30 minutes, no charge):
This introductory call is a chance to determine if the services we provide are a fit for your needs. - Discovery Call (1 hour, no charge):
During this call we learn more about your specific goals and needs. - Build Your Plan:
Choose from one of our three fixed fee planning packages. - Continuous Support:
After your initial plan and implementation are complete, you have the option to choose ongoing support services for continuous guidance on your financial journey.
*Sanctuary is a virtual practice, able to serve clients in all 50 states. For local clients, in-person meetings are available – travel time is billed at our usual hourly rate.
It costs nothing to get started.
It only takes 15 minutes to begin a new financial journey. Schedule a virtual inquiry call today.