Financial Insights & Strategies

Sandra is a true gem! She is thoughtful, precise, experienced, patient, and looks to the future. I couldn't have asked for a better consultant to guide me through the long process of asset...

Sandra was incredibly patient, knowledgeable, professional, and well-organized. Her patience was invaluable during such a challenging process. I am very grateful to have found Sandra. She...

Sandra was so helpful to me! She was honest and patient and extremely knowledgeable. She also offered advice for my issue which I have already put into use. I feel so grateful to have worked...

Sandra is great! I called on a whim and she picked up and answered all my questions free of charge. She was knowledgeable and had my best interests in mind. She gave me information and advice...

If I could do my divorce over again, the one thing I wish is that I would have found Sandra sooner. Working with Sandra and her expertise as a CDFA, was far more helpful AND cost effective than...