Real Financial Planning => Where Money and Life Meet
I’m Stephanie Sammons, founder and CEO of Sammons Wealth Management. As an experienced CERTIFIED FINANCIAL PLANNER™ and Investment Manager, I help successful women professionals in midlife take charge of their money.
Midlife is that period between the ages of 45 and 65 when we are typically in our peak earning years and thinking about what retirement is going to look like for us. Midlife is not only a time to evaluate where you’ve been, where you are now, and where you’re going next, it’s a critical time for getting your financial life in order and developing a roadmap to follow.
You have life goals, dreams, values, beliefs, relationships, passions, hobbies, interests, and causes that you care about. Your money is simply a tool to facilitate your goals and dreams! My role is to walk that part of the journey with you where money and life meet. This is what I call REAL financial planning.
If you are a midlife professional (or couple) earning a six figure income, have accumulated investment assets over $500k, and you lack the time and energy to effectively manage your financial life, let’s have a conversation!
Schedule a complimentary 30 minute introductory call with me below:
Stephanie Sammons, CFP®
When it Comes to Your Financial Life, Experience Matters.
Stephanie Sammons, CFP®, is founder/CEO of Sammons Wealth Management and a veteran financial advisor. As a former senior manager at both Merrill Lynch and UBS, she has been guiding clients for more than 20 years.
Sammons Wealth Management is a Registered Investment Advisor (RIA) based in Dallas, Texas and serving clients nationwide. As an independent advisory firm, we take a fiduciary oath to put the best interests of our clients first and our financial advice is 100% objective.
As a Fee-only advisor, we do not sell financial products, charge commissions or accept referral fees. We offer our clients a flexible service model where pricing is fully transparent and based on the complexity of your situation. Services include financial life planning and investment management.
Sammons Wealth client assets are held at TD Ameritrade Institutional, a respected partner to independent advisors and one which aligns with our fiduciary values.