Questions?

sarah@simplifyfinancial.com

Financial District:

115 Sansome St

Suite #200

San Francisco, CA 94104

  • LinkedIn - White Circle

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

napfa.png
fpa logo.png
garrett.png

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.

My mission is to lay out a simple financial plan that provides visibility into your finances so you can clarify your goals and chart the course ahead.

 

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! We 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! 

Screen Shot 2019-09-28 at 9.02.00 AM.png
Wall-Street-Journal-Logo.png
mother.png
 

How I Can Help You:

  • Debt Management

  • Pre-IPO Stock Options

  • Investment Guidance

  • 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

 

Financial Checkup

$460 Flat-fee

We'll take a targeted approach during our one hour 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. 

Comprehensive Financial Plan

$950 Flat-fee

This service is provided over 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.