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. We are here to help you do it. Let's make a plan.
Fees are based on complexity and consist of an upfront and ongoing annual fee.
Fees are based on a percentage of assets under management (no account minimum) and start at 0.95% per year.
We are virtual. We built a location-independent firm so that we can work with professionals in their 20s, 30s, and 40s, regardless of where their careers take them.
We are CERTIFIED FINANCIAL PLANNERTM professionals. We have met the extensive education, examination, experience, and ethical requirements to earn the CERTIFIED FINANCIAL PLANNERTM certification - the standard of excellence in the financial planning profession.
We are fiduciaries. We always put client interests first, act with prudence (with the skill, care, diligence, and good judgement of a professional), provide conspicuous, full, and fair disclosure of all important facts, avoid conflicts of interest, and fully disclose and fairly manage, in your favor, any unavoidable conflicts.
We are independent. We have the freedom to provide a customized client experience, with no outside influence. We do what is best for our clients.
We are honest, direct, and respectful communicators. We are transparent in all that we do. This includes, but is not limited to the services we provide, the fees we charge, and the recommendations we make.
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 for Junior Achievement of South Central Kentucky and Southern Kentucky Collaborative Professionals. She is also an active member of the Bowling Green Area Chamber of Commerce’s Young Professionals.
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.
