Stephanie Sammons, CFP® Sammons Wealth Management

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About Stephanie Sammons, CFP®

I’m Stephanie Sammons, an independent, fiduciary CERTIFIED FINANCIAL PLANNER™ and Wealth Manager with 25 years of experience. I help successful women professionals in midlife gain greater financial clarity, control, and peace-of mind through a holistic Midlife Wealth Planning™ process.

If you’re like most of my professional women clients, you are in midlife (age 45 to 65) at or near your peak earnings in your career, and your financial life has become much more complex.

Midlife is a critical time for thinking about and planning for your financial future. As a midlife professional myself, I’m passionate about taking a full “life” planning approach with my clients where we focus on 3 core areas: your wealth, your work, and your wellness (health, family, community).

The Midlife Wealth Planning™ process is designed to help you clarify your “second-half” life goals, align your financial assets and actions with your life goals, and easily adapt your plan along the journey.

You won’t find a stodgy, traditional wealth management experience here. I’m a progressively-minded person who believes in a more modern approach to financial life management. I’m not your parents’ financial advisor.

In working with me as your financial advisor, you’ll find just the right blend of 1-on-1 personal engagement, on-demand access to me, dynamic digital planning tools, and an overall more modern approach to financial life management.

Also, I work with a small number of clients on purpose in order to provide the best possible service experience and support to my clients.

Check out the Midlife Money Gal Podcast, my weekly show designed to help women professionals navigate midlife and money: https://midlifemoneygal.com

Schedule an introductory call with me here: https://sammonswealth.com

Sammons Wealth Management is an independent, fiduciary financial advisory firm based in Dallas, Texas and serving clients nationwide. Client accounts and assets managed by Sammons Wealth are held at TD Ameritrade Institutional.

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Recently Published

Personal Thoughts and Lessons Inspired by the Pandemic

May 27, 2020

This is the 50th episode of the Midlife Money Gal! In this episode, Stephanie shares her personal thoughts and lessons inspired by the Coronavirus pandemic. This is a real and raw off-the-cuff episode!

The post Personal Thoughts and Lessons Inspired by the Pandemic appeared first on Midlife Money Gal.

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Beware of Scams on the Rise (and What to Do If You’re Affected)

May 20, 2020

During economic downturns, the scammers come out in droves preying on their victims. In this episode, Stephanie shares some of the latest scams to be aware of, how to protect yourself, and what to do if you're affected.

The post Beware of Scams on the Rise (and What to Do If You’re Affected) appeared first on Midlife Money Gal.

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Quick Tax Tips for a Delayed Tax-Filing Deadline

May 13, 2020

The Treasury Department has delayed the tax-filing deadline for 2019 to July 15th. If you file an extension (October 15th), your tax bill is still due on July 15th! Also, self-employed 1st and 2nd estimated quarterly taxes are due July 15th. With this being the case, you still have time to take advantage of a few tax-savings opportunities if you are eligible.

The post Quick Tax Tips for a Delayed Tax-Filing Deadline appeared first on Midlife Money Gal.

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Ideal Clients

  • Female Executives
  • Gen X
  • LGBTQ Women
  • Women Professionals

Ways Advisor Charges

  • Assets Under Management

Fee Options

  • AUM: 1.00%

SEC Records

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