How we're different
Enough already.
The financial planning industry is overcomplicated and intimidating. It’s time for a change.
How we're different
Enough already.
It doesn’t matter if you have ten The financial planning industry is overcomplicated and intimidating. It’s time for a change.
Are you feeling overwhelmed or stuck?
You’re not alone.
When there are SO many decisions to be made, and countless moving pieces, it’s easy to become paralyzed.
What if you make the wrong move?
You’re afraid of heading down the wrong financial path.
How do you know you’re making the best decisions for your situation?
Don’t you deserve an advisor you can trust?
We think you do.
Your advisor should offer honest, clear, proactive advice at a fair price.
We know how stressful it can be to worry about money.
Am I going to be okay?
Am I making the best decisions?
Will I have enough?
You could have...
- 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
What if you choose Sanctuary?
No Minimums
It doesn’t matter if you have ten thousand dollars or ten million dollars; we believe everyone deserves independent objective financial guidance
Flat Fee Planning
We don’t charge a percentage of your assets (year after year); we charge a fair and transparent fixed fee for our financial plans
No Commissions
We don’t sell products, and we don’t earn commissions on anything we recommend; we are fiduciaries solely focused on what is best for YOU
Go Beyond the Spreadsheets
We’re not just looking at the dollars and cents of your situation; we dig deeper to fully understand and improve your relationship with money
Empowering You
We’ll never intimidate or confuse you so that you have to rely on us; we want to educate and guide you so you can take control over your financial life
More than Investments
We give investment advice and SO much more; we want to help you connect ALL of the dots of your financial picture
A Lasting Partnership
Financial planning is a process – not a product; we want to be with you for your entire financial journey and all of life’s transitions
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.
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