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.