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Democratization of Financial Advisor Access 🔥 - With Sarah Charles

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Manage episode 407509783 series 3562501
Content provided by Chris & Jenni Schulz and Jenni Schulz. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Chris & Jenni Schulz and Jenni Schulz or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Todays episode is straight up money talk with Jenni Schulz & Sarah Charles. Sarah is no stranger when it come to dealing with money. Sarah loves helping women of all ages, stages and wages develop their financial confidence so they can prepare for their financial future with conviction. Sarah hasn’t always had a confident track record with money. Today you'll hear first hand how her path has lead to be the power force she is today and why she and her husband Jim are shining a spotlight on hourly planning in order to democratize the planning process and increase access to independent objective financial advice.

Sarah Charles is a champion of women’s financial empowerment and an advocate for increasing women’s confidence when it comes to investing. She spent over two decades at top advisory firms advising clients and advancing innovative approaches to client service before launching Sanctuary with my husband Jim in 2023. She is committed to shining a spotlight on hourly planning in order to democratize the planning process and increase access to independent objective financial advice. She is a passionate storyteller known for connecting authentically with stakeholders, a mission-driven thought leader on developing female leaders, and a Swiftie.

Connect with Sarah:

https://sanctuaryfinancialplanning.com/ https://www.linkedin.com/in/sarah-k-charles/ https://www.instagram.com/sanctuaryfp_sarah/ https://www.facebook.com/sanctuaryfinancialplanning https://sanctuaryfinancialplanning.com/developing-financial-confidence/

We’d love if you would subscribe to the podcast & leave an honest rating and review. This helps us grow as a community & reach more people who are curious about taking charge of their own F.I.R.E. journey.

Thank you for being a part of our online community. It takes guts to break the status quo and carve your own path to financial independence. We know firsthand! Thank you for being a part of our online community. We’re cheering you on as you take the steps to educate, empower & motivate yourself into a life that is authentically you.

This is your life, so make it one you LOVE.

Speaking of love… We’d love if you would subscribe to the podcast & leave an honest rating and review. This helps us grow as a community & reach more people who are curious about taking charge of their own lifestyle.

Connect with Chris & Jenni

@4_Leaf_Lifestyle on Instagram

@manifestationandmoneypodcast on Instagram

4_Leaf_Lifestsyle on Facebook

Cheers to manifesting a life you love & matching up the income streams to support it.

  continue reading

44 episodes

Artwork
iconShare
 
Manage episode 407509783 series 3562501
Content provided by Chris & Jenni Schulz and Jenni Schulz. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Chris & Jenni Schulz and Jenni Schulz or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Todays episode is straight up money talk with Jenni Schulz & Sarah Charles. Sarah is no stranger when it come to dealing with money. Sarah loves helping women of all ages, stages and wages develop their financial confidence so they can prepare for their financial future with conviction. Sarah hasn’t always had a confident track record with money. Today you'll hear first hand how her path has lead to be the power force she is today and why she and her husband Jim are shining a spotlight on hourly planning in order to democratize the planning process and increase access to independent objective financial advice.

Sarah Charles is a champion of women’s financial empowerment and an advocate for increasing women’s confidence when it comes to investing. She spent over two decades at top advisory firms advising clients and advancing innovative approaches to client service before launching Sanctuary with my husband Jim in 2023. She is committed to shining a spotlight on hourly planning in order to democratize the planning process and increase access to independent objective financial advice. She is a passionate storyteller known for connecting authentically with stakeholders, a mission-driven thought leader on developing female leaders, and a Swiftie.

Connect with Sarah:

https://sanctuaryfinancialplanning.com/ https://www.linkedin.com/in/sarah-k-charles/ https://www.instagram.com/sanctuaryfp_sarah/ https://www.facebook.com/sanctuaryfinancialplanning https://sanctuaryfinancialplanning.com/developing-financial-confidence/

We’d love if you would subscribe to the podcast & leave an honest rating and review. This helps us grow as a community & reach more people who are curious about taking charge of their own F.I.R.E. journey.

Thank you for being a part of our online community. It takes guts to break the status quo and carve your own path to financial independence. We know firsthand! Thank you for being a part of our online community. We’re cheering you on as you take the steps to educate, empower & motivate yourself into a life that is authentically you.

This is your life, so make it one you LOVE.

Speaking of love… We’d love if you would subscribe to the podcast & leave an honest rating and review. This helps us grow as a community & reach more people who are curious about taking charge of their own lifestyle.

Connect with Chris & Jenni

@4_Leaf_Lifestyle on Instagram

@manifestationandmoneypodcast on Instagram

4_Leaf_Lifestsyle on Facebook

Cheers to manifesting a life you love & matching up the income streams to support it.

  continue reading

44 episodes

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