Sara Zuckerman, MBA, CFP®, CDFA®

Fee-Only Financial Planner for Divorced & Widowed Women

Connect Cancel

Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.

Click Here to Learn More
Contact Me
Reset Financial Planning Sara Zuckerman, MBA, CFP®, CDFA®
Scottsdale, AZ

Serving Clients Nationwide

Fee-Only Financial Planner for Divorced & Widowed Women

Areas of Focus

  • Divorce Financial Planning
  • Financial Life Planning
  • Investment Management
  • Loss of Spouse or Partner
  • Women & Wealth

About Me

Hi, I'm Sara Zuckerman. My career in financial services began over twenty years ago in New York. I spent the early years working in accounting, finance and marketing at some of the largest firms on Wall Street. However, I was unfulfilled by long days with spreadsheets and little human interaction. I longed for work that could make an impact, and that was more aligned with my personal values.

Becoming a financial advisor allowed me to leverage my financial knowledge while having a positive impact in my clients’ lives.

After several years working for larger firms, I decided to forge my own path and start Reset Financial Planning. Starting my own practice allows me to work with a smaller number of clients, in a deeper and more personal way.

I have been through a number of significant life transitions myself, including my parents’ divorce. As such, I am passionate about supporting women as they navigate life’s challenges.

Originally born and raised in Colorado, I spent 18 years living on the East Coast before relocating to Scottsdale, AZ. Here I enjoy life in the desert with my husband and our three sons.

We spend our time busy with the kids’ sports and activities. When I have a spare moment, you can find me in my kitchen cooking, hiking in the desert, skiing (when we can get far enough north to find snow) or reading.

As a testament to my dedication to this work, I am a:

✔️ Certified Financial Planner™ professional
✔️ Certified Divorce Financial Analyst and a member of:
✔️ XY Planning Network
✔️ Amicable Divorce Network
✔️ Fee Only Network
✔️ National Association of Personal Financial Advisors

Professional Designations

  • Certified Divorce Financial Analyst (CDFA)
  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Master of Business Administration (MBA)

Affiliations

  • Fee Only Network
  • National Association of Personal Financial Advisors
  • The AGC
  • XY Planning Network

Primary Location

Scottsdale, AZ

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Flat Fee
  • One-time Financial Plan

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule an introductory conversation. This is a complimentary 20 minute call for us to get to know each other and assess if my expertise matches your financial objectives. I am looking forward to meeting you and learning more about how I can help!

Offers Investment Management

Yes

About our Firm

Reset Financial Planning is a boutique financial planning firm focused on serving women going through transition due to divorce or loss of a spouse. We are a fee-only advisory firm and never sell products or receive commissions. Additionally, we are a fiduciary which means we always put your best interests first.

Unlike most financial advisors, we don't start with your portfolio or a retirement analysis. We start by understanding you, your unique situation, goals and values. We want educate you so that you can feel empowered in making financial decisions and taking charge moving forward.

Our goal is to explain things in plain English so that you are never leave a meeting feeling like you have no idea what we discussed. Finally, we limit the numbers of clients we serve so that we can provide the emotional support and guidance you need as you work through this difficult time.

We are located in Scottsdale, AZ but work virtually with clients throughout the US.

Solutions for Divorced & Widowed Women

✔️ Pre-Divorce Financial Planning:

Gain confidence and clarity by having a Certified Divorce Financial Analyst (CDFA) by your side prior to or during your divorce process.

✔️ Project-Based Financial Planning:

Get organized and craft a plan for financial well-being, with a short-term, three-month engagement that prepares you to move forward and manage your own investments with confidence.

✔️ Wealth Management:

Gain a financial thinking partner for the long-term. Through collaborative financial planning and portfolio management we will ensure that your resources support a life you love.

A personal welcome

You’re newly single. You have a lot on your shoulders and you aren’t even sure where to start managing all of this. Most importantly, you don’t want to make mistakes that might put you (or your children) in a worse financial situation.

Find relief, take charge of your financial life and feel empowered to move forward for yourself and your loved ones. It’s time for the next chapter of your life!

- Sara

Education

NYU Stern School of Business, MBA | University of Colorado Boulder, B.S., Business Administration

Hobbies and Interests

  • Cooking
  • Family
  • Hiking
  • Reading
  • Skiing

Who We Serve

  • Divorce
  • Single Women
  • Widow
  • Women in Transition
  • Women Professionals

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.