Sara Young, CFP®

Hi! I'm a fee-only CERTIFIED FINANCIAL PLANNER™ (CFP®) who believes high-quality financial advice should be accessible, transparent, and free from sales pressure. I run a flat-fee planning and investment management firm designed for people who want expert guidance without the complexity—or cost structure—of traditional asset-based fees.

I specialize in helping individuals and families create clear, practical financial plans and investment strategies they can feel confident about. My approach is rooted in evidence-based investing, thoughtful risk management, and keeping costs and taxes as low as possible. I focus on what truly drives long-term outcomes: discipline, simplicity, and an unwavering commitment to the client’s best interests.

As a flat-fee advisor, I provide the same level of care and advice regardless of account size. My clients appreciate knowing exactly what they’re paying, what they’re getting, and that my recommendations are never influenced by commissions or asset targets—just their goals. If you’re looking for a planner who values transparency, keeps things simple, and partners with you to build a long-term investment and financial strategy—with a fair, flat fee—I’d love to meet you.