Straightforward. Simple. Done.

 Simplify 

Finances shouldn't feel daunting. I'm here to help you get a clear view of your money, so you can confidently plan for the future.

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My mission is to lay out a simple financial plan that provides visibility into your finances, clarifies your goals and charts the course ahead.

Straightforward. Simple. Done.

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. 

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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. 

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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!