I work with young families with a heart for service and generosity to evaluate the moving pieces of their financial picture. We work collaboratively to ensure they are being strategic about the things that matter, and leaving behind the things that don't. We believe in the importance of life planning and taking time to help our clients align their money with the things most important to them.We work on a flat-fee, advice-only basis. For our clients, this means no asset minimums, no pressure to move accounts, and no product sales pitches. They value expert guidance and are willing to pay for nuanced, personalized advice and the accountability to implement their plan.We specifically work with clients to review and optimize:-Cash management system-Savings rates-Disaster readiness (insurance & estate planning)-Multi-year tax minimization strategies-Charitable giving plans-Employee benefits maximization-Paystub annualizationAll clients begin with a one-time financial plan. Ongoing annual planning as well as custom packages are available as well.

As a financial planner at Foster & Motley, my mission is to understand the life our clients envision and help them create it through wealth management. Alongside my team and with a well-honed formula of financial planning & investment management, we create a plan to meet their financial needs now while ensuring they’re able to provide for their future.Our clients’ interest always comes first. Because we are 100% employee-owned, our business is structured around that very principle. In turn, we’re empowered to take a team approach to each of our clients. That gives them access to Foster & Motley’s extensive team of highly qualified financial experts — for a true wealth management partnership.www.fosterandmotley.com/our-team/bios/sara-r-young

Managed patient care on Labor & Delivery unit.

Staff nurse in a busy 35-bed Post Anesthesia Care Unit.