Sapling Financial Planning & Wellness

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Company Description:

At Sapling Financial Planning & Wellness, we understand the deep connection between mindset and financial stability. Our holistic approach integrates psychological insights with strategic financial planning, offering personalized advice that aligns with your unique values, goals, and lifestyle. This ensures that your financial journey is not only effective but also meaningful.

- Intergenerational wealth planning – family financial planning office
- Cash flow and budgeting support
- Saving strategies for education, home ownership, retirement, and other goals
- Evaluation of assets, investment strategy, and risk assessment
- Review of insurance for life, disability, and critical illness
- Retirement income withdrawal optimization
- Evaluation of investment properties or downsizing
- Tax optimization strategies
- Legacy planning
- Business financial and investment planning
- Financial coaching with elements of financial therapy

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Certifications & Awards

CFP®, CIM®

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