From Planning to Peace of Mind.

I’m Stephanie Sammons, an experienced CERTIFIED FINANCIAL PLANNER™. I 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 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 vision for tomorrow.

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 life's major transitions that happen along the road to retirement.

A ‘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 retirement plan each and every year of their lives rather than a one-time plan that covers multiple years!

As a Fee-Only Registered Investment Advisor (RIA), I do not sell products or charge commissions. My financial planning and portfolio management services are offered at a flat fee rate based on the complexity of your situation.

Partnerships and Affiliations

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