Sandi Martin Financial Planning

My clients do not live life on the default setting. They have the guts to design a life around what satisfies them, no matter what the conventional path looks like, and although they're prudent decision makers, they do not equate personal success with "having the highest possible net worth"; rather, they're in it to pursue enough...whatever that looks like for them. I work directly with clients to co-create, execute, and monitor comprehensive financial plans. For those not ready for a full plan, I offer hourly consulting. I deliver preparing for retirement and financial empowerment workshops across the country, and in my free time, I volunteer with our local Community Volunteer Income Tax Preparation clinic. I do not sell financial products of any kind, and do not offer or accept compensation from anyone other than my clients.