Meet Sanctuary Financial Planning, an advice-only financial planning firm that we founded to change how financial advice is delivered to clients.
Sanctuary was founded on 3 core beliefs:
1. 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.
2. 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.
3. 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.
Between the 2 of us, we’ve spent over 60 years caring for clients and providing advice. And now, with Sanctuary, we get to continue the work we’re so passionate about, and we get to do it in a way that we truly believe in.
Sanctuary Financial Planning – for financial advice that goes beyond your assets.
