Sara Zuckerman, CFP®, CDFA®

I provide flat-fee, fiduciary financial planning and investment management for individuals and couples navigating major life transitions — retirement, inheritance, divorce, and other meaningful changes. My approach is organized, clear, and grounded in helping clients feel confident and supported as they move into their next chapter.

Services include ongoing comprehensive planning, investment management, tax-efficient retirement income strategies, estate and risk planning, and ongoing decision support. Annual fees typically range from $10,000–$15,000 based on complexity. Limited project engagements start at $3,600.

Clients choose Reset Financial Planning for transparent pricing, thoughtful guidance, and a boutique relationship-focused experience. My professional background includes roles at Goldman Sachs, Fidelity, and Vanguard, as well as serving as a Faculty Associate in Arizona State University’s financial planning program. I am a CERTIFIED FINANCIAL PLANNER™ professional and hold an MBA from New York University along with a bachelor’s degree in finance and advanced training in comprehensive planning and divorce financial analysis.