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Sandy Patrick, CFP®

Sandy Patrick, CFP®

CEO and Founder


The Art of Financial Planning

You'll appreciate the difference

In these financially turbulent times, making the right choices can mean the difference between peace of mind and panic.

The artist’s brush sweeps across the canvas. Suddenly, the world is seen in a new way. A vision of what is to be takes shape. Attention is focused on every detail — a masterpiece in the making. At Sandy Patrick, CFP, we take the time to develop a financial plan unique to you, encompassing your hopes and dreams. We help you maintain a vision of what is to be.

We take the time to thoroughly understand your financial situation. We analyze your goals. And rather than present you with an off-the shelf plan, we offer you sound strategies for putting your unique plan into action.