Sara Young
Empowering families early in their careers so they can pursue vibrant and generous lives.
- Role
- Founder, Financial Planner at Live And Give Financial
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
Experience
Founder, Financial Planner
Oct 2023 — Present
I work with young families with a heart for service and generosity to evaluate the moving pieces of their financial picture. We work collaboratively to ensure they are being strategic about the things that matter, and leaving behind the things that don\'t. We believe in the importance of life planning and taking time to help our clients align their money with the things most important to them.We work on a flat-fee, advice-only basis. For our clients, this means no asset minimums, no pressure to move accounts, and no product sales pitches. They value expert guidance and are willing to pay for nuanced, personalized advice and the accountability to implement their plan.We specifically work with clients to review and optimize-Cash management system-Savings rates-Disaster readiness (insurance & estate planning)-Multi-year tax minimization strategies-Charitable giving plans-Employee benefits maximization-Paystub annualizationAll clients begin with a one-time financial plan. Ongoing annual planning as well as custom packages are available as well.
Education
University of Cincinnati
Bachelor of Science in Nursing
2011 — 2012
New York University
Certified Financial Planner(R) Education
2020
Indiana University Bloomington
B.A., English, Psychology
2007 — 2010
Skills
- Research
- Healthcare
- Time Management
- Excel
- Cpr Certified
- Microsoft Office
- Critical Care
- Nursing
- Customer Service
- Lastword
- Epic
- Document Design
- Powerpoint
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