Sarah K. Charles

Sarah K. Charles Email and Phone Number

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. @ Sanctuary Financial Planning
Sarah K. Charles's Location
Charlotte, North Carolina, United States, United States
Sarah K. Charles's Contact Details

Sarah K. Charles work email

Sarah K. Charles personal email

n/a
About Sarah K. Charles

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.

Sarah K. Charles's Current Company Details
Sanctuary Financial Planning

Sanctuary Financial Planning

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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.
Sarah K. Charles Work Experience Details
  • Sanctuary Financial Planning
    Founder And Managing Principal
    Sanctuary Financial Planning Jun 2023 - Present
    Charlotte, Nc
  • Forvis
    Regional Leader - Mid-Atlantic, Managing Director | Forvis Private Client
    Forvis Jun 2022 - Jun 2023
    Charlotte, North Carolina, United States
  • Dhg Wealth Advisors Llc
    Director Of Business Strategy
    Dhg Wealth Advisors Llc 2020 - 2022
  • Dhg Wealth Advisors Llc
    Leader - Charlotte Wealth Management Practice
    Dhg Wealth Advisors Llc 2011 - 2022
    Charlotte, North Carolina, United States
  • Dhg Wealth Advisors Llc
    Director Of Marketing
    Dhg Wealth Advisors Llc 2007 - 2011
  • Afton Capital Management
    Director Of Marketing
    Afton Capital Management 2006 - 2007
    Charlotte, North Carolina, United States
  • Jacobs Private Equity Llc
    Operations Manager & Research Analyst
    Jacobs Private Equity Llc 2004 - 2006
    Greenwich, Connecticut, United States
  • Goldman Sachs
    Operations & Banking Assistant
    Goldman Sachs 1999 - 2004
    New York, New York, United States
  • Publicis Groupe
    Event Specialist
    Publicis Groupe 1997 - 1999
    New York, New York, United States

Sarah K. Charles Education Details

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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