Sarah Paulson, CFP® Valkyrie Financial

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About Sarah Paulson, CFP®

“Wealth is the ability to truly experience life.” — Henry David Thoreau

Helping people define their life aspirations and getting their money in line with those dreams is what LIGHTS. ME. UP. And I’m doing it while making personal finance less intimidating. It is the reason I became a CERTIFIED FINANCIAL PLANNER™ professional. I focus on empowering people born in the ’80’s and ’90’s to take control of their financial lives. Instead of doing a long, deep, mind-numbing presentation where I talk at my clients, I prefer to work in short and consistent bursts so we will actually make progress and show you this stuff doesn’t have to be so hard.

If money is a tool you aren’t really sure how to use, I encourage you to reach out to me. I want to develop a long-term relationship to understand your unique past, present and future to craft recommendations fit for you. Let’s find your wealth, together.

In my spare time, you can find me passionately advocating for women’s rights – I currently hold a seat on the board of the Women’s Fund for the Fox Valley Region – and burning off my extra energy through kickboxing, strength training, running, and/or cross-country skiing. All this activity is necessary because I bake the best cakes and cheesecakes; ask nicely and I might share a piece!

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Recently Published

July CPI

August 10, 2022

The Bureau of Labor Statistics (BLS) dropped their highly anticipated July CPI numbers today. We're paying more for stuff. But we already knew that.

The post July CPI appeared first on Valkyrie Financial.

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August 9, 2022

WTF is ESG? ESG stands for Environmental, Social, & Governance. It's a style of investing that looks for companies that care about issues outside of just making a profit.

The post WTF is ESG? appeared first on Valkyrie Financial.

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7 Things a Good Financial Advisor Does

July 25, 2022

7 things a good financial advisor does for your life. Because financial planning isn't just for rich people!

The post 7 Things a Good Financial Advisor Does appeared first on Valkyrie Financial.

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Ideal Clients

  • Female Business Owner
  • Gen Y/Millennials
  • Single Women
  • Women Professionals

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $200+/mo
  • Quarterly Fee: $225+/qtr
  • Hourly Fee: $350+/hr
  • Assets Under Management: 1.20%

SEC Records