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
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
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