Hi, I’m Stephanie. I’m an experienced CERTIFIED FINANCIAL PLANNER™ and founder of Sammons Wealth, an independent fee-only financial advisory and wealth management firm.

I am passionate about helping successful women professionals live a richer life and retire well. Most of my clients are women in the “midlife” phase moving toward the primary goal of creating their ideal retirement lifestyle.

In addition to moving toward retirement, a few of the common themes we can experience in this life phase include career changes, marriage/divorce, blended families, being sandwiched between kids and aging parents, and worrying about our own long-term health and financial security.

After spending most of my 20-year advisory career with traditional financial advisory firms, it became clear to me that as professional women, our unique needs were not being met by these institutions.

Your financial life encompasses so much more than your investment portfolio.

You want to work with a trusted advisor who can provide you with education, communication, transparency, and take a holistic view of your entire financial picture and journey. And you want to focus on the things that matter most to you. I get it.

If you become a Sammons Wealth client, you will gain clarity around your financially-driven life goals and together we will create a financial roadmap to help you move toward those goals, grow your wealth, and protect your nest egg.

Another thing you value is flexibility. I offer a sensible and flexible fee structure where you can decide how you want to engage me as your advisor.

Sammons Wealth is based in Dallas, Texas, but our cutting edge technology tools enable me to seamlessly communicate and work with you no matter where in the U.S. you live.

To learn more about my services and becoming a Sammons Wealth client, click the button below. Or, to schedule a no-obligation introductory call, scroll to the bottom of this page!