Sara Young, CFP®
Financial Planner
The Hour
- Ask a financial advisor anything about investing in one hour
- No commissions, products, or sales pitch
The Plan
- An 8 week program to achieve a strategic plan for your financial life
- Get an 8+ page financial plan
- $0 due now, pay after your 1st meeting
The Ongoing
- Ongoing support and accountability when you need it
- Quarterly video calls & unlimited emails
- Annual 2 page financial checkup
About Sara
Bio
RETURNING CLIENTS: Reach out with needs; I'm back from maternity leave! Nice to meet you! I became a financial planner after I saw firsthand the impact that a couple adjustments could make in the trajectory of a person's financial future. In a previous life I was a Registered Nurse and I bring that trust and compassion into my work as a financial planner. I jumped into finance in 2018 and after a year of studying, I completed a two year apprenticeship in comprehensive financial planning, two seasons of tax prep, and worked closely with clients on everything from just getting started with investing to complex estate planning strategies. I launched my own firm in 2023 with a desire to focus on making conflict-free advice more accessible to the masses, and to incorporate my Christian faith more intricately into my work. I'm here to translate finance speak into the right decisions for YOUR life, account for your values and preferences, and ensure you're confident in your path forward.
I Can Help You With
I Enjoy Working With
Personal Stuff
I love the beach, black tea, and trying to get my 4 kids to smile at the camera - or even look at the same time. I try to keep up with three different book clubs (an uphill battle) and our straw bale garden (an intriguing science experiment). I can sing all the elements in the periodic table and can have a lively conversation about your finances just by looking at your (complete) tax returns.
Education & Designations
Experience
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Frequently Asked Questions
The Hour: You'll fill out a short intake form so we can learn about you and your goals for our meeting! In your Nectarine account, you can also enter your personal financial information (net worth and budget details) as well as upload files to your Secure File Vault. We also recommend that you have any necessary account login information ready.
The Plan and The Ongoing: You'll get access to a financial planning portal where you can share your numbers, link your accounts, and upload the requested documents (we'll share a list).
The Hour: Yes, you will receive an email summary with important takeaways and resources so you'll know what to do next.
The Plan: Yes, you will receive a 8+ page roadmap on your full financial picture with detailed information on the next steps. Your advisor will be available to help you implement any items.