Where do you want to be in forty years?
Are you traveling the world, spoiling your grandkids, or living your best cottage-core life on a farm raising chickens?
These visions might sound different, but they have something big in common:
they take money.
In just four weeks, we'll create a custom
set-and-forget retirement plan so you can have confidence that your present dreams will become your future life.
74%
39%
90%
Does this sound like you?
Want to prepare for the future, but have no idea where to get started (or how much money you'll need)
Crave more financial freedom, but the information out there is overwhelming and confusing
Don’t have a robust retirement plan or investment accounts
Aren't a finance expert, but know you need a retirement plan - right?
Don't know what planning for retirement actually means
Self-employed and don't have an HR department to set you up with a 401k match
Together, We'll Tackle
1
Set Your Retirement Vision
Defining Your Legacy
Why Retire?
Retirement v Freedom
Calculating Your Numbers
Retirement Strategies
The 4% Rule
Crafting Your Retirement Strategy
2
Choose Your Retirement Accounts
Best Accounts for the self-employed
Traditional vs Roth IRAs
SEP IRA + Solo 401k
Other Accounts
Choosing Your Investment Service
3
Invest Your Funds
How to Invest Your Accounts
Investing With Your Goals In Mind
Stocks, Bonds, and more
Roboadvisors
4
Keep In Mind
Lifestyle Creep
Real Estate Investing 101
Life Insurance
FI/RE 101
Legacy Planning
"Sarah's knowledge and perspective is invaluable to small business owners. She showed me that a path to financial freedom was possible for me!"
Sydney Blanchard,
Founder + Social Media Expert
"Review #2 goes right here. Vice paleo bitters before they sold out, single-origin coffee marfa subway dollar toast iceland. Mlkshk, tousled flannel celiac pork belly roof party. Poke vexillologist vaporware."
"I tripled my sales using your method!"
"To add more reviews, just duplicate this canvas view and swap out the text and photo. Vice paleo bitters before they sold out, single-origin coffee marfa subway tile tilde activated."
"Working with you was a dream. Thank you!!"
MORE REVIEWS
"Sarah is a no-bullshit, solution-oriented, realistic, delightful, and smart person. If you want to feel comfortable, reassured, excited, and in control of your finances with realistic recommendations for your future — she's the one."
"I trust Sarah completely and have worked with her for years and have seen that she dedicates herself completely to helping her clients whether in an informed, relaxed, and approachable way. I felt more secure talking to Sarah about my finances than a financial advisor or banker because she doesn’t have an agenda."
"If you're looking for someone who understands what it's like to be a creative with unconventional income, Sarah is the perfect fit. She will demystify and simplify your relationship with money, and help you approach your finances in a way that complements (and benefits!) your career and lifestyle."
ASHLEY O'NEILL,
FOUNDER
JEANNE VOCKROTH,
MAKER
tamsen glaser,
actress
FAQ
Sign up until June 5th, and the course will run for four weeks beginning Monday, June 6th.
When does the course start?
YES. Not only that, you'll have access to all added material and resources as the program grows.
Do I get lifetime access?
Frequently Asked Questions
Sign up until June 5th, and the course will run for four weeks beginning Monday, June 6th.
When does the course start?
YES. Not only that, you'll have access to all added material and resources as the program grows.
Do I get lifetime access?
No! If you are self-employed and ready to plan for the future, this course is for you.
Do I need to be an LLC, S Corp, etc?
You'll have dedicated email access throughout the course as well as weekly live calls! I want to hear from you!
What is my access to Sarah?
Go From This...
No idea what retirement plan options there are for you, or what the differences are
Unsure if you want a traditional retirement or what the future holds
Keep putting off thinking about retirement because it's so far in the future
To This
Understand the most common retirement strategies
and choose the best one for you
Clarify how to build stability (and gain freedom) on your terms
Have a robust and actionable plan for retirement and cross it off your to-do list