What you’ll learn
What does a solid financial plan look like?
How will having a financial plan in place set you up for success?
What are common mistakes people make when planning for their financial future?
Special Guest Sarah A. Tinkler (she/her) Wealth Management Advisor plus Growth & Development Director with Northwestern Mutual Denver
Sarah has been with Northwestern Mutual for 16 years, but also has been a yoga instructor for 12 years, so she blends her mindfulness, yoga, life coaching, sense of safety & authentic journeying with all conversations concerning money with her clients. As a member of the LGBTQ+ community, Sarah, her business partner ride-or-die Jess Taylor, & her entire district of badass financial advisors strive to create inclusive & safe places for folks of all walks of life to explore their moneys story, heal, get out of their own self-sabotaging way, step into their power, and attract their wildest dreams into existence.
Sarah holds a bachelor’s degree in International Relations from Valparaiso University, her life insurance, health insurance, & long-term care insurance licenses, her investment licenses of SIE, series 6, 63, & 7, plus 6 industry designations of CLU®, ChFC®, RICP®, CFP®, CAP®, CSRIC® . She self-describes as a nerd for financial planning knowledge, acumen, & expertise BUT with a huge heart of empathy, DEI, accessibility, & doing all possible to close the wealth gap for folks. Let’s disrupt the world of wealth building together!