Financial Planner. Mother. Wife. Gardener. Lax Coach. Advocate for Women in Finance. https://teapawt.net/t.co/EG6khvjI05
Indianapolis, IN
Joined March 2009
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We are proud to be women owned! Today we give thanks for the trailblazers before us and work to inspire the next generation.
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I am honored to be named to the Forbes/SHOOK Top Women Best-In-State list again this year. This recognition is only possible because of the talented team and wonderful clients I am privileged to work with every day. Thank you!
Sarah and Tanner took a break from their London fish n’ chips challenge to visit friends and colleagues at the Raymond James UK office. Here they are outside The Royal Exchange. It was a wonderful addition to their holiday!
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Our team will be working remotely for the remainder of the year, please call or email if you need anything. We wish everyone a Happy New Year!
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Recession – it’s all we’ve been hearing about lately. If you’re trying to figure out how to adjust your strategy during market downturns, check out this guide. Learn 6 strategies to help you stay focused, make confident choices, and weather any recession. financeinsights.net/annauqQN…
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Think we're too smart to get caught up in a scam? Might be surprised at how savvy they are! Check out these money scams and how to avoid them! financeinsights.net/5GGmCbMv…
Investors, what do you really know about inflation? We can’t predict it, BUT if you know the facts you can keep your cool and make smarter choices when costs rise. Answer 7 simple questions in this inflation quiz to find out what you really know. financeinsights.net/Ngg5HnEx…
What does retired life look like to you? Your retired life doesn’t have to look the same as everyone else. Learn how to tailor your retirement to fit your needs and live out your dreams in this Visual Insights Newsletter. financeinsights.net/Dmm5UNGJ…
Clients and friends, with so much going on in the world and in our lives, a return to some kind of “normal” seems far away. How do we find inner peace amid so much uncertainty? Research says the key is creating gratitude in the moment. Here’s how! financeinsights.net/PddjU3KX…
Education is more than an experience, it's an investment. Sarah Boston and the Bookends team will help you understand the options and guide you through making this financial decision. #theresafinancialplanforthat #bookendsfp
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