WEALTH ON YOUR TERMS
Helping professionals in their 20s, 30s, and 40s use money to live life on their own terms.
Virtual
CFP® Professional
Fiduciary
Fee Only
Independent
Make a plan
to have it all.
You want to buy a house, work remotely, travel the world, pay off student loans, save for your children’s education, save for retirement, leave a legacy, and more.
You are a thriving professional who wants to have it all, to do the most with your money and your life now and in the future. Avant-Garde Wealth is here to help you do it. Let’s make a plan.
Services
Financial Planning
You want to live life on your own terms, to turn your money into your vision of wealth. In order to do so, you need accountability, encouragement, and education to make confident financial decisions. Avant-Garde Wealth provides you with the personalized financial guidance you want and need.
How it works
- Get Organized
- Evaluate your current financial situation
- Clarify your goals and values
- Develop your plan
- Take action – Implement your plan
- Review your progress, reevaluate, and revise your plan
What Avant-Garde Wealth helps with
- Budgeting
- Building an emergency fund
- Saving for large expenses
- Evaluating and negotiating job offers
- Choosing employee benefits
- Student loan repayment and forgiveness plans
- Determining insurance needs
- Buying a house
- Becoming debt free
- Achieving financial independence
- Retirement planning
- Charitable giving
- Creating an estate plan
- and more
Fees are based on complexity. All engagements start as Hourly Financial Planning. The fee is a one-time fee. Engagements can transition to Ongoing Financial Planning. The fee is an ongoing annual fee.
Investment Management
You want to invest, to make your money work for you. In order to do so, you need a consistent and disciplined approach to implementing, monitoring, and adjusting your investment strategy. Avant-Garde Wealth provides you with the continuous and tailored investment management you want and need.
How it works
- Clarify your investment goals
- Determine your risk tolerance and capacity
- Develop your investment strategy
- Take action – Implement your strategy
- Monitor and rebalance regularly
- Review your progress, reevaluate, and revise your strategy
What Avant-Garde Wealth Helps With
- Rolling over your 401(k) from previous employers
- Contributing to an IRA (whether Traditional or Roth)
- Mega Backdoor Roth IRAs
- Roth IRA conversions
- Growing your Health Savings Account
- Choosing a 529 Plan for higher education expenses
- Establishing retirement plans for small businesses
- Determining your risk tolerance and capacity
- Building a diversified portfolio
- Choosing a tax-efficient asset allocation
- Rebalancing accounts
- Tax-loss harvesting
- Monitoring investment returns
- and more
Fees are based on a percentage of assets under management ($150,000 household minimum) and start at 0.95% per year.
About Avant-Garde Wealth and Sabina
Avant-Garde Wealth is a virtual firm. As a location-independent firm, Sabina can serve professionals in their 20s, 30s, and 40s regardless of where their lives take them.
Sabina is a CERTIFIED FINANCIAL PLANNER™ professional. She has met the extensive education, examination, experience, and ethical requirements to earn the CERTIFIED FINANCIAL PLANNER™ certification – the standard of excellence in the financial planning profession.
Sabina is a fiduciary. She always puts client interests first, acts with prudence (with the skill, care, diligence, and good judgement of a professional), provides conspicuous, full, and fair disclosure of all important facts, avoids conflicts of interest, and fully discloses and fairly manages, in your favor, any unavoidable conflicts.
Avant-Garde Wealth is independent. Sabina has the freedom to provide a customized client experience, with no outside influence. She does what is best for her clients.
Sabina is an honest, direct, and respectful communicator. She is transparent in all that she does. This includes, but is not limited to the services she provides, the fees she charges, and the recommendations she makes.
Sabina Smailhodzic Lewis
Founder, Financial Planner
Sabina is a graduate of Western Kentucky University, where she earned a Bachelor of Science degree in Chemistry and a Financial Planning Certificate. She is also a graduate of Kansas State University, where she earned a Master of Science in Personal Financial Planning, Advanced Financial Planning Certificate, and a Financial Therapy Certificate. Sabina holds the CERTIFIED FINANCIAL PLANNER™ designation.
Sabina serves on the Board of Directors for Junior Achievement of South Central Kentucky. She loves to volunteer in elementary, middle, and high school classrooms, teaching financial literacy, work and career readiness, and entrepreneurship.
In her free time, Sabina enjoys gardening, flower arranging, ceramics, hiking, playing tennis, trying new foods, traveling, and spending time with her family and friends. Sabina and her husband, Alex, welcomed their first child in December 2022 and are enjoying this new season of life.
Let’s Work Together
Schedule a 30-minute virtual introductory meeting to determine if moving forward together is right for you.
General Inquiries and Questions
Use the contact form to get in touch.
Avant-Garde Wealth, LLC is a registered investment adviser offering advisory services in the States of Kentucky, California, and Texas and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Avant-Garde Wealth, LLC in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only.
Opinions expressed herein are solely those of Avant-Garde Wealth, LLC, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
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