Sandy Patrick CFP

Sandy Patrick CFP


Financial Planning Consultants Financial Advisors

About Us

Our passion is your retirement. Our mission is to understand you: your values, priorities, dreams, and fears. We create strategies specifically for you. We want to help you write the best chapters of your life.

We adhere to the highest fiduciary standards and surround ourselves with professional relationships to guide you. We journey with you and your family: implementing, monitoring, and adjusting as needed - Celebrating your distinctive story.


Sandy Patrick, CFP