From Planning to Peace of Mind.

I’m Stephanie Sammons, an experienced CERTIFIED FINANCIAL PLANNER™ who can help you gain greater clarity and peace of mind with your wealth today and into the future.

Learn MoreGet in Touch

From Planning to Peace of Mind.

I’m Stephanie Sammons, an experienced CERTIFIED FINANCIAL PLANNER™ who can help you gain greater clarity and peace of mind with your wealth today and into the future.

Learn MoreGet in Touch

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Design Your Ideal Retirement Lifestyle 

Whether your retirement years will involve reinvention, recreation, relaxation, or all of the above, thoughtful financial planning can make your vision a reality.

Align your financial actions and assets today with your future retirement vision.

Gain greater clarity for when you can retire, how much you will need, and how long it will last.

Feel confident working with an experienced CFP® who specializes in retirement journeys.

Get help through major life transitions that happen along the road to retirement.

The 3D Financial Planning Process

A financial planning process that considers the 3 major dimensions of YOU.

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Dimension #1)Wealth: Your financial resources. Your financial needs, wants, fears, goals, and dreams. Your legacy.

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Dimension #2)Wellness: Your physical and mental well-being. Your family and friends. Your hobbies, interests, and passions.

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Dimension #3)Work: Your career or business. Your professional contribution. Your community involvement. Your charitable causes.

Stephanie Sammons, CFP®

Stephanie Sammons, CFP®

Founder/Owner

I’m Stephanie Sammons, a CERTIFIED FINANCIAL PLANNER™ Professional with more than 20 years of experience guiding my clients to and through retirement.

Although my clients come from all walks of life, I focus on serving women professionals who are 5 to 15 years from retirement, or recently retired.

I help my clients create a comprehensive Ideal Retirement Lifestyle™ Plan. My 3-point plan covers the areas most critical to your personal vitality: your wellness, your work, and your wealth. My goal is to help you feel your best, navigate your career, and manage your wealth so you can thrive today and in retirement.

As a financial planning based Fee-Only Registered Investment Advisor (RIA), I do not sell products or charge commissions. My retirement planning and portfolio management services are most appropriate for those who are earning six-figure incomes with an investment portfolio minimum of $500,000.

Partnerships and Affiliations

Stephanie Sammons, Certified Financial Planner and NAPFA Member
Stephanie Sammons, Dallas Certified Financial Planner
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