Sara Zuckerman, MBA, CFP®, CDFA®

Your Financial Guide for Life's Next Chapter

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Reset Financial Planning Sara Zuckerman, MBA, CFP®, CDFA®
Fort Collins, CO

Serving Clients Nationwide

Your Financial Guide for Life's Next Chapter

Areas of Focus

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

About Sara Zuckerman, MBA, CFP®, CDFA®

I guide women through life's biggest financial transitions with clarity and confidence. After witnessing how many women feel locked out of professional financial guidance due to high minimums or complex fee structures, I knew there had to be a better way.

As a fee-only financial advisor, I've developed a different approach. Whether you're navigating divorce, considering a career change, managing an inheritance, or building wealth on your own terms, I provide the clear guidance you need.

What makes me different? I combine technical expertise with real-world understanding. Having supported numerous women through major life changes, I know that good financial advice isn't just about numbers – it's about creating clarity and confidence during times of transition.

I believe every woman deserves access to professional financial guidance, especially during life's biggest changes. My flexible service options ensure you can get the help you need, when you need it most.

Professional Designations

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

Affiliations

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

Primary Location

Fort Collins, CO

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 Reset Financial Planning

At Reset Financial Planning, we've reimagined what financial advice should look like. We specialize in providing clear, professional guidance for women navigating life's significant transitions.

Our Approach:
• Flexible service options to fit your needs
• Clear, jargon-free communication
• Focus on your complete financial picture
• Specialized experience with life transitions

We offer:
✓ Project-Based Planning
✓ Investment Management
✓ Transition Planning
✓ Virtual Meeting Options

Whether you're:
• Going through divorce
• Making a career change
• Managing an inheritance
• Dealing with loss
• Building wealth independently

We provide the guidance and support you need to move forward with confidence. Our collaborative approach ensures you never have to face important financial decisions alone.

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.