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My Approach
Sydney works with clients to develop thoughtful financial strategies that reflect their goals, values, and circumstances. With experience in comprehensive financial planning, she is passionate about helping individuals and families make informed decisions about their financial futures, including how their wealth can be preserved and transferred according to their wishes. She earned her bachelor’s degree in Business Economics from Wright State University in 2021 and began her career in the financial planning industry shortly thereafter. As a CERTIFIED FINANCIAL PLANNER®, Sydney helps clients navigate interconnected aspects of their financial lives, including investments, retirement, tax planning, and estate planning. She is committed to making financial planning approachable and helping clients understand their options so they can feel confident in their financial decisions
The Clients I Serve
Business Owners, High Earning First Generation, Pre-Retiree, Retirees or Seniors, Women & Female Leaders
Major Milestones I Specialize In
Death in the Family, Early Retirement or Financial Independence, End of Life and Legacy Planning, Retirement Planning, Sudden Wealth or Inheritance
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
Our clients lead unique lives and need a specialized touch from a firm that understands the opportunities and challenges they face. We at Anderson Financial Strategies strive to set ourselves apart from the rest by honoring our fiduciary duty above all else. We practice full disclosure, due diligence, and regular communication, all through an honest relationship that prioritizes your needs. Our investment philosophy is based on science, and you’ll never be left wondering what’s happening with your money. You can rely on us to always give you the “why” behind our recommendations and advice. In everything we do, our goal is to give you relationship-based, premium financial expertise with rapidly responsive service. We want you to feel excited and confident about your future, and we’d love to help make that a reality for you.
Disclosures
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.