As I reflect on the reason I chose to serve my community as a Financial Steward, I cannot help but feel incredibly humbled by the faith and trust placed in me by my clients.
With every client and family comes a fascinating journey: one of discovery, exploration and a profound understanding of what's uniquely important to each person.
With an extensive background as a Director in the wellness industry; I find great joy in setting goals, personalizing and implementing specific, calculated strategies, and evaluating those strategies for success. Most notably, standing in partnership with my clients as we work towards their dreams, desires, near and long term aspirations. I feel there is no greater privilege than championing triumph in my clients' lives.
My team and I provide goals-based wealth strategies and our work ethic is unsurpassed. I specialize in long-term, goals-based advice, with a specific interest in behavioral finance. I have spent my career coaching a vast range of individuals and families. I am prepared and enthusiastic to chart the course for success with you and your families.
Clients that have chosen to take this journey with our team, have become family. Your dream will inevitably become my own. As those closest to me will attest - I am completely relentless. I will stop at nothing to go above and beyond for every family and member under my care. I understand that money, is like love. It allows us to protect and provide for our families, as well offers a deep sense of control and security.
Significant life event such as; the birth of a child, planning for post-secondary education, caring for elderly parents, loss of a loved one, early or forced retirement or changes in your marital status can create a maelstrom of consequences. I am and will be the financial advocate for you. Leading, preparing, protecting and ensuring your long-term success with knowledge, dedication and compassion. The greater the challenge, the more inspired I become.
- Estate & Legacy Strategies
- Intergenerational Planning
- Socially Conscious Investing
- Divorce Finances
- Special Needs Financial Considerations
- Retirement Savings Strategies
My Personal Interests
- Animal Rescue
- Community Outreach
- Social Responsibility
- Spending Time with Family
Phone NumberSandra Yaquo at (705) 726-8801
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