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Democratization of Financial Advisor Access 🔥 - With Sarah Charles

Democratization of Financial Advisor Access 🔥 - With Sarah Charles

Episode 13 Published 2 years, 4 months ago
Description

Todays episode is straight up money talk with Jenni Schulz & Sarah Charles. Sarah is no stranger when it come to dealing with money.  Sarah loves helping women of all ages, stages and wages develop their financial confidence so they can prepare for their financial future with conviction. Sarah hasn't always had a confident track record with money. Today you'll hear first hand how her path has lead to be the power force she is today and why she and her husband Jim are shining a spotlight on hourly planning in order to democratize the planning process and increase access to independent objective financial advice.

Sarah Charles is a champion of women's financial empowerment and an advocate for increasing women's confidence when it comes to investing. She spent over two decades at top advisory firms advising clients and advancing innovative approaches to client service before launching Sanctuary with my husband Jim in 2023. She is committed to shining a spotlight on hourly planning in order to democratize the planning process and increase access to independent objective financial advice. She is a passionate storyteller known for connecting authentically with stakeholders, a mission-driven thought leader on developing female leaders, and a Swiftie.

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