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Personal Wealth Planning for Women Professionals.

Clarify your life goals and create a Personal Wealth Plan™ for your future.

Personal Wealth Planning for Women Professionals.

Clarify your life goals and create a Personal Wealth Plan™ for your future.

As Seen In

Does This Sound Like You?

You're a Busy Professional

You are a successful manager, executive, or professional in midlife in or near the peak of your career.  

You're a Delegator

You know that time is your most precious commodity and you value trusted guidance and full-service.

Your Financial Life is Complex

You are a high income earner who has accumulated investment and retirement assets of $500k+. 

The Personal Wealth Planning™ Process

Clarify Your Life Goals

Through the Sammons Wealth Assessment we’ll uncover what you value most, where you are now, and how you see your future.

Design Your Plan

Your Personal Wealth Plan™ is designed according to your financial “life” goals and incorporates your wealth, work, and well-being.

Align Your Money

We’ll organize and optimize your total financial life, carefully aligning your financial assets and actions with your life goals.

Stay on Track

We’ll adapt your Personal Wealth Plan as your life circumstances evolve, and make necessary adjustments along the way.  

3 Core Planning Themes for Your Personal Life Goals

  • Your Wealth
  • Your Work
  • Your Well-Being

Stephanie Sammons, CFP®

Founder & CEO

 

I’m Stephanie Sammons, an independent, fiduciary CERTIFIED FINANCIAL PLANNER™ and Wealth Manager with 25 years of experience.

As a career professional myself, I’m passionate about helping successful women professionals plan and manage their wealth in a way that is aligned with their personal life goals and values.

I’m also not your traditional financial advisor. No stodgy old office, financial jargon, or traditional viewpoints here. Just the right blend of forward-thinking, personal engagement, digital experience, and a more modern approach to financial life management.

Ready to have a conversation? Schedule an introductory call with me and let’s talk about who you are, where you are now, and what your vision for the future is!

Professional Affiliations

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

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