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).
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!
HOW I CAN HELP YOU:
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Pre-IPO Stock Options
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Investment Allocation
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Retirement Planning
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529 College Savings
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Buying a House
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Starting a Family
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Paying off Student Loans
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Rent vs. Own
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Budgeting
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Emergency Fund
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Restricted Stock Units (RSUs)
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Employee Stock Purchase Plan (ESPP)
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Life Insurance
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Estate Planning
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Cash Flow Management
SERVICES
FINANCIAL CHECK-UP
I take a targeted approach during our one hour Zoom session - we'll review your current spending, savings and investments. We'll touch on your goals and I'll recommend straightforward steps to get you there. After our meeting, I'll send you an Action Plan that charts your financial plan as you move forward.
$560 Flat-fee
COMPREHENSIVE FINANCIAL PLAN
This service is provided over Zoom as a series of 3 one-hour sessions. I'll cover all aspects of financial wellness and provide in-depth advice on cash flow, savings, college and retirement forecasts, estate planning, insurance needs, real estate consultation, charitable giving, and investment recommendations. I'll provide an actionable plan with clear steps for implementation and I'll remain available for consultation once you've begun to execute your plan.
$1250 Flat-fee
NOT SURE WHICH SERVICE TO CHOOSE - CHECK OUT MY FAQ FOR MORE DETAILS
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CONTACT
SEND ME A MESSAGE
I DO NOT PROVIDE PHONE CONSULTATIONS PRIOR TO BOOKING. IF YOU HAVE QUESTIONS, FEEL FREE TO EMAIL ME. REFERENCE MY FAQ FOR MORE DETAILS.