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SIMPLIFY

FINANCIAL PLANNING

Straightforward. Simple. Done.

 

WHAT WE DO

 

01

PREPARATION

You'll get a little homework to prepare before we meet - I ask you to collect your account statements, insurance policies and complete a questionnaire so we can make the most of our time together.

02

PLANNING

We'll discuss your financial goals, review your current situation and talk about ways to meet your objectives. The purpose of our session is to develop an action plan that’s realistic and easy to follow.

03

ACTION

Follow your action plan! I recommend an annual meeting or when major life events happen (job change, marriage, baby, retirement).

 
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ABOUT ME

I'm Sarah Behr. At age 5, I got an early start - saving for college and managing a weekly budget of 25 cents (my allowance at the time). I've been a planner, saver, and investor ever since. 

For the past several years, I've directed investments and personal finances for private clients at UBS and Credit Suisse. I hold a Bachelor's Degree from Wake Forest University. 

I devote a portion of my time to pro bono work with City Hope and the SF County Jail. I'm committed to community engagement and social justice. 


Most importantly, I'm a Registered Investment Advisor and a member of the Financial Planners Association and Garrett Planning Network​. I uphold a Fiduciary Standard and Code of Ethics, which means that your interests are placed ahead of my own.

 

I don't sell financial products for commission nor do I benefit from your investment portfolio in any way.

 

I charge a Flat Rate for your Financial Plan, one simple price! 

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SERVICES

BLOG

CONTACT

HOW I CAN HELP YOU:

Financial Report

  • Pre-IPO Stock Options

  • Investment Allocation

  • Retirement Planning

  • 529 College Savings

  • Buying a House

  • Starting a Family

  • Paying off Student Loans

  • Rent vs. Own

  • Budgeting

  • Emergency Fund

  • Restricted Stock Units (RSUs)

  • Employee Stock Purchase Plan (ESPP)

  • Life Insurance

  • Estate Planning

  • Cash Flow Management

SERVICES

 
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FINANCIAL CHECK-UP

This service is closed to new clients

until September 2021. 

Email me if you'd like to be placed on the wait list. 

sarah@simplifyfinancial.com

$560 Flat-fee

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COMPREHENSIVE FINANCIAL PLAN

This service is closed to new clients

until September 2021. 

Email me if you'd like to be placed on the wait list. 

sarah@simplifyfinancial.com

$1250 Flat-fee

Simplify Financial In the News

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CONTACT

SEND ME A MESSAGE

 

Financial District:

115 Sansome St, Suite #200

San Francisco, CA 94104

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Simplify Financial Planning , LLC is a registered investment adviser offering advisory services in the State of California and in other jurisdictions where exempted.

© 2021 SIMPLIFY FINANCIAL PLANNNING

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