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The Art of Financial Planning

You'll appreciate the difference

We invite you to discover and experience the power of our services. No one strategy fits everyone.

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.