Feeling overwhelmed by financial decisions? Get expert insight and truly objective advice.
We believe planning is the cornerstone to good financial health, and a successful plan is dynamic because life is dynamic. Our approach to planning looks at all aspects of your financial life, and periodic review and discussion are the keys to making sure your financial life keeps up with changes in your life. Our planning engagement proposal outlines the maximum cost so there are no surprises. There are zero asset management fees, so you only pay for the time you need.
There is no one-size fits all approach to planning, which is why Sanctuary offers clients multiple ways to engage.
Custom Planning Services:
Everyone’s needs are unique, so for those who want a bespoke solution, we offer you the opportunity to customize your plan with exactly the elements you need, when you need them. Click HERE for the complete list of services.
Foundational Financial Plan:
Financial planning covers a wide variety of topics, and it can be overwhelming when you don’t know exactly what you need – which is why we created the SFP Foundational Plan. Integrating three primary elements of the planning process – Your Money Story, Financial Framework, and Investments – the SFP Foundational Plan is a comprehensive planning solution that removes the guesswork to keep things simple for you. Click HERE to learn more.
Special Planning Packages:
Explore our unique planning programs. Yours, Mine, Ours is designed to help couples of all stages build financial intimacy, while our Financial Foundations program was created to help young adults get off on the right foot financially.
Open Engagement:
Already have a plan? Looking for a second opinion? Sanctuary is available to consult on an hourly basis if your circumstances are outside the scope of our standard process.
Going with the flow will not take you where you need to go. And because we don’t have asset requirements or other hurdles we can serve those who have a lot of assets and those that don’t meet other firms’ minimums. Receiving compensation with an hourly rate is the most transparent, straightforward and fair way to deliver financial advice.
Sanctuary Financial Planning is a fee-only, fiduciary financial planning firm.
What this means for you:
- We have a legal obligation to provide unbiased advice that we believe is in your best interest.
- We do not accept referral fees, commissions or any compensation for financial products or services we recommend.
In an industry that has historically been plagued by conflicts of interest, lack of clarity and overuse of jargon, Sanctuary provides a transparent, straightforward and fair way to receive financial advice.