Sarah earned a Bachelor of Science in International Trade and Finance from Louisiana State University in May of 2022. She has previous employment experience in event planning and legal services. Sarah is excited to get to know our clients and help maximize efficiency across our practice as a Client Service Specialist.
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I will contact you to set up a complimentary initial meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice I provide if you decide to work with me.
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The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
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