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're a Delegator
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
