Sandi Martin
Sandi Martin

Advice Only Financial Planning

Navigate your money with ease

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meet sandi

Read my full bio here

 

 Featured Writing

Featured
Investing, Front Page
Investing for a Better Future
Investing, Front Page

The old paradigms of “investing is only about money” and “corporations only exist to maximize shareholder values” are actually shifting. Not fast, mind you, and it will take hard, sustained work to create long-term, meaningful change...but part of that change is the belief that it can be done. People like you, who engage with their wealth of resources as a source of future good can make it happen, and the first step is simply believing it can be done and acting accordingly.

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Investing, Front Page
Retirement, Front Page
Retirement Strategies for Your Unique Values
Retirement, Front Page

The problem with starting with the details of “how” is very similar to the problems you’d encounter if you started to build a house without stopping to design it first. Even if you somehow manage to get the foundation poured properly and the walls and roof attached to each other, starting with design first is the only way you’ll end up with a home worth living in.

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Retirement, Front Page
Front Page, Retirement
The Math and Strategy of Retirement Planning: A Case Study
Front Page, Retirement

The math had been done and yet… both Ben and Leslie felt like they were missing some key information. Had they asked all the questions? Had they considered all their possibilities? Are there other factors that a professional planner might consider? Is there more to retirement planning than projections? Isn’t retirement planning just about the math?

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Front Page, Retirement

Read more here

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 Services

I do not sell investments, insurance, or financial products of any kind, nor do I accept or pay referral or affiliate fees for any of the professionals or products I may recommend.

Retirement Income Plan - Practice Specialization

The Retirement Income Plan is for people within 3-5 years of retirement or who have already retired, and is focused on creating a tax-efficient decumulation plan for assets that minimizes the risk of portfolio failure and maximizes government benefits and lifetime satisfaction.

from $4,200 for a first-time plan + $79/month for ongoing support

Custom Financial Plan

The Custom Financial Plan is for people with multiple competing goals that may include educating and launching children, protecting themselves and their loved ones from known risks, balancing mortgage payments and savings, managing cash flow and income tax planning effectively, and allocating a portfolio across multiple types of accounts.

from $3,900 for a first-time plan + $39/month for ongoing support

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JOIN THE

WAITING LIST

I’m accepting 8 more clients in 2024, and will re-open the waiting list for introductory calls in May.

Answer a few questions about yourself and set up free demo access to the planning portal. From there, you will be added to a waiting list to book our Introductory Call. This is a free one-hour telephone conversation.

I use this call to ask you about where you're at now and what you want your future to look like. You use this call to ask me questions about who I am, what I do, and how I do it. 

After our call, I’ll send you a customized proposal describing how we can work together and what the next steps are.

Together, we'll decide what your next chapter will look like.

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