As a financial advisor, my aim is to assist you in reaching your financial objectives, granting you the power to control your money rather than letting it dictate your life. The anxiety from lacking financial stability can be overwhelming, and I am here to provide you with the necessary tools to manage your finances effortlessly. Having been in a similar situation before, my goal is to help you surpass your goals quickly and more efficiently than you would on your own. I offer guidance on budgeting, debt reduction, saving, retirement planning, college funding, investment planning, home purchasing, and all aspects related to personal finance. Through collaboration, I will comprehend your situation and outline a comprehensive financial plan that can offer you continuous support, valuable insights, and accountability throughout the journey. For a complimentary consultation, please get in touch with me.
Service location:
Remotely
Service Reviews
4.7
6 reviews
Service as described
4.2
Communication
4.9
Punctuality
5.0
DJ
Daniel J.
Superb! A pragmatic and considerate way of dealing with financial planning.
February 18, 2023
JH
Jacob H.
Highly recommend Sandra who was absolutely fantastic! She provided us with prompt solutions to our financial counselling requirements and also probed us with thought-provoking questions to help us plan for our future. Her personable nature is an added bonus and I would unquestionably recommend her services to anyone in need of a financial coach or counsellor.
March 21, 2022
JM
Jennifer M.
Sandra exuded professionalism and demonstrated extensive knowledge on finance matters. She was incredibly helpful with her responses, guiding me to the appropriate individuals for investment and insurance assistance. Talking to her was a pleasure as she instilled confidence in me to pursue my goals, even during moments of discouragement where new financial obstacles emerged. Sandra's words of encouragement kept me going, assuring me that setbacks were inevitable and that persistence was key.
February 23, 2022
MB
Michael B.
Sandra comes highly recommended by me. Her kindness, professionalism, and admirable availability make her prices more than fair. I have found her guidance incredibly beneficial on my financial journey and am excited to keep collaborating with her.
