Financial Services for Your Growing Business

CONTINUOUS LEARNING

Speaking & Education

With two decades of experience in education, financial services & real estate, Sarah creates custom sessions designed to equip your team with essential knowledge and practical action steps on the following topics:

Investments & Real Estate
Personal & Business Taxes
Retirement & Cash Flow
Money Mindset & Behaviors

Customized content that is engaging, relatable, and actionable in the form of:

Keynotes
Employee & team trainings
In-person workshops
Virtual presentations
Financial planning foundations course

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How It's Priced:

All engagements have customized pricing based on scope of service and value provided. Pricing is generally based on our hourly fee of $350/hour for preparation, delivery and travel.

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OPTIMIZE YOUR BUSINESS

Investment management & Employee Benefits

Our investment management services for organizations offer more than just portfolio oversight. By entrusting us with your investment management and small business needs, you gain access to tailored, low-cost, and sustainable portfolios, as well as comprehensive financial planning.

Requirements:

Real Wealth Planning manages savings and investments for businesses and personal households.

What to expect:

We manage high-yield cash accounts, retirement plans such as 401Ks and IRAs, and business accounts for LLCs, s-Corps, c-Corps, partnerships and non-profit organizations.

High-Yield Cash & Business Investment Accounts
Diverse Investment Strategy
Low-Cost Investments & Benefits
Proactive portfolio updates

High-Yield Cash & Business Investment Accounts
Diverse Investment Strategy
Low-Cost Investments & Benefits
Proactive portfolio updates

Schedule A Call

Facts & Questions

Do you set up retirement plans for businesses?

Yes, frequently. We primarily advise on traditional 401Ks, solo 401Ks, and SEP IRAs, though there are other options.

Can you set up and advise on employee benefit plans?

Yes, we have experience with setting up and advising on employee benefits such as healthcare, retirement, health savings, and more. We work with external providers for small businesses and can provide education to your employees.

What kind of organizations do you work with?

We collaborate with a diverse range of organizations, including real estate teams and brokerages, high net worth individuals, small and medium-sized businesses, and institutions with endowments such as churches, hospitals, and other mission-driven organizations.

Do you manage investments for organizations?

Yes, we can set up and manage investments for organizations, businesses, and non-profits at our custodian, Altruist.

Businesses & Organizations