Sarah K. Charles Email and Phone Number
Sarah K. Charles work email
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Sarah K. Charles personal email
I spent over two decades at top advisory firms advising hundreds of clients, building a $200mm+ practice, and advancing innovative approaches to client service with a focus on women’s financial empowerment.And then one day, the firm I had been at for nearly 15 years went through a merger – simultaneously upending the professional path I was on while freeing me to imagine a different future. At the same time, my husband Jim was emerging from retirement with the vision for an hourly-only practice. We joined together and in June 2023 we launched Sanctuary Financial Planning, a fee-only, hourly-only financial planning firm. At Sanctuary we help you plan your financial future – one hour at a time. You get exactly the advice you need, when you need it. No more. No less. The result is the financial clarity you’re looking for at a fraction of the cost of traditional fee models. Sanctuary was founded on 3 core beliefs:No Bullsh*t: We believe hourly planning is the most transparent, straightforward and fair way to deliver financial advice to clients. Everyone Deserves a Plan: There are no asset minimums at Sanctuary because we believe that everyone benefits from independent, objective financial advice, and we know you’re worth more than the size of your investment portfolio. We Break Glass: We believe it’s time for the financial services industry to diversify beyond the AUM (assets under management) model in order to democratize the planning process and embrace the next evolution of delivering advice. Between the 2 of us, we’ve spent over 60 years caring for clients and providing advice. And now, with Sanctuary, we get to continue the work we’re so passionate about, and we get to do it in a way that we truly believe in. I am also the founder of Your Money Will Last Longer Than Your Husband – a series of conversations I lead that teach women of all ages, stages & wages how to eliminate their money shame and develop their financial confidence so they can plan for their financial future with conviction.
Sanctuary Financial Planning
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Founder And Managing PrincipalSanctuary Financial Planning Jun 2023 - PresentCharlotte, Nc -
Regional Leader - Mid-Atlantic, Managing Director | Forvis Private ClientForvis Jun 2022 - Jun 2023Charlotte, North Carolina, United States -
Director Of Business StrategyDhg Wealth Advisors Llc 2020 - 2022
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Leader - Charlotte Wealth Management PracticeDhg Wealth Advisors Llc 2011 - 2022Charlotte, North Carolina, United States
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Director Of MarketingDhg Wealth Advisors Llc 2007 - 2011
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Director Of MarketingAfton Capital Management 2006 - 2007Charlotte, North Carolina, United States
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Operations Manager & Research AnalystJacobs Private Equity Llc 2004 - 2006Greenwich, Connecticut, United States -
Operations & Banking AssistantGoldman Sachs 1999 - 2004New York, New York, United States -
Event SpecialistPublicis Groupe 1997 - 1999New York, New York, United States
Sarah K. Charles Education Details
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Economics
Frequently Asked Questions about Sarah K. Charles
What company does Sarah K. Charles work for?
Sarah K. Charles works for Sanctuary Financial Planning
What is Sarah K. Charles's role at the current company?
Sarah K. Charles's current role is Founder & Managing Principal at Sanctuary Financial Planning | Making financial planning less confusing, less intimidating, and less overwhelming so that you can get the guidance you need..
What is Sarah K. Charles's email address?
Sarah K. Charles's email address is sa****@****vis.com
What schools did Sarah K. Charles attend?
Sarah K. Charles attended Duke University.
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