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Discover Confidence, Define Your Normal

Define your new normal, plan for your future self and thrive through life’s transitions with a confidant, financial partner and guide.

Supporting A New Normal

Reset Financial Planning was formed to help women through challenging times with support, partnership and sound financial guidance through transitions to a new normal.

Uncover and define your values and build a financial plan that aligns your financial resources in ways that are truly meaningful to you.

Partnering for Action

Partnering with women who find themselves single, in mid-life, due to death or divorce, my clients frequently have children still at home. Suddenly faced with the burdens of managing their financial lives for themselves and their families, they need true partnership and support.

Take charge and take action with a partner who offers empathy, objectivity and guidance on the journey to your new normal.

It’s About You

Unlike most financial advisors, I don’t start with your portfolio or a retirement analysis. We start by understanding you, your unique situation, goals and values. I strive to educate you so you feel empowered making financial decisions and taking charge moving forward.

The goal is to explain things in plain English so you never leave a meeting feeling like you have no idea what was discussed. I limit the number of clients served in order to provide you with the emotional support, guidance and insights you need to work through this difficult time.

Sara Zuckerman, CFP®, CDFA®

My career in financial services began over twenty years ago in New York. I spent the early years working in accounting, finance and marketing at some of the largest firms on Wall Street. But something was missing.  I was unfulfilled by long days with spreadsheets and little human interaction.  I longed for work that could make an impact, and that was more aligned with my personal values.

I became a financial advisor so that I could leverage my financial knowledge while having a positive impact in my clients’ lives.  After several years working for larger firms, I decided to forge my own path and start Reset Financial Planning.  Starting my own practice allows me to work with a smaller number of clients, in a deeper and more personal way.  And having been through a number of significant life transitions myself, including my parents’ divorce, I am passionate about supporting women as they navigate life’s challenges.

While I was born and raised in Colorado, I spent 18 years living on the east coast before recently relocating to Scottsdale, AZ.  Here I am enjoying life in the desert with my husband and our three sons. We spend our time busy with the kids’ sports and activities. When I have a spare moment, you can find me in my kitchen cooking, hiking in the desert, skiing (when we can get far enough north to find snow) or reading.

I am a Certified Financial Planner™ professionalCertified Divorce Financial Analyst and a member of the XY Planning Network, the Amicable Divorce Network, the Fee Only Network and the National Association of Personal Financial Advisors.

 

Support in Challenging Times

Here to help, as your partner, through these challenging times.

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Feeling overwhelmed at the thought of managing your finances alone?
Everything you need to know about how to get organized is just a click away.