Paige Farrell
CFP®, M.A.
Endeavor Financial Planning
Financial Planner & Investment Advisor
Paige Farrell
CFP®, M.A.
Endeavor Financial Planning
Financial Planner & Investment Advisor
I help professional women and retirees seeking financial expertise, such as receiving a sudden windfall or inheritance, reviewing executive compensation and benefits, knowing when they can retire, or rebuilding after a divorce or losing a spouse. My structured process includes a full financial plan and regular reviews thereafter to monitor and adapt the plan as we work together on your financial independence and confidence. - Paige Farrell, CFP®, M.A.
Fee-only Financial Planner with offices in Sacramento and Davis, CA, serving clients locally and across the country.
Paige Farrell is a Sacramento, CA fee-only financial planner, specializing in helping women get to and through retirement. Endeavor Financial Planning provides comprehensive and objective financial planning to help clients organize, grow, and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Paige Farrell is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Paige Farrell is a fee-only CERTIFIED FINANCIAL PLANNER™ at Endeavor Financial Planning in Sacramento, CA, a firm specializing in helping women and their families build and steward their wealth.
I founded Endeavor because I believe that people need access to a financial advisor that they can trust, is transparent about services and fees, and has their best interest at heart at all times. I am grounded in academic principles of evidence-based investing and understand the crucial importance of how money and psychology interconnect. Female financial planners offer different listening and life skills uniquely suited to women and men alike, who may not have had positive experiences in the financial services industry.
Whether you're a professional in the peak of your career, someone in the midst of a major life event like an inheritance or divorce, or starting retirement, you know how important it is to manage your money and invest wisely. Financial planning is a lifelong endeavor and there are many unique paths to success. I help you filter out the noise and get right to the business of organizing, growing, and protecting your assets.
Think of me as your nerdy bean-counting spouse who is analytical but caring. I help you make smart decisions about your money, avoid bad advice from unscrupulous advisors, and invest wisely to become financially independent. We'll talk about where you are, where you want to be, and then I'll help you close those gaps.
To schedule a meeting, visit endeavorplanning.com to learn more. For information on my background, check out my LinkedIn profile.
Paige Farrell is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Do I Serve Clients Like You?
Whether you're a professional in the peak of your career, someone in the midst of a major life event like an inheritance or divorce, or starting retirement, you know how important it is to manage your money and invest wisely. You need someone to listen to you, to help you formulate and prioritize your goals, and to get concrete knowledge and steps. Financial planning is a lifelong endeavor and there are many unique paths to success, so you'd appreciate having a co-pilot to filter out the noise and get right down to business.
What I Do
Money and psychology go hand-in-hand. Making a plan and sticking to it are completely different things, so I help you be intentional, automate to remove obstacles, and shepherd your wealth through a disciplined strategy. My ultimate goal is to help you maximize your prosperity through sound planning and evidence-based investing that give you the highest probability for success. My services, which are inclusive of financial planning and asset management, work best for those that do not want to manage a portfolio and want a professional to help them keep it on track.
How I Do It
By leveraging technology to meet clients across the country or in the Sacramento area in person, my hope is that every client relationship becomes a long-term financial endeavor that is collaborative and impactful.
- For most, this is acheived by receiving the full suite of financial planning and investment management services, and fees are billed to your investment accounts as a percentage of assets (AUM).
- I also work with a limited number of individuals or households seeking a subscription style engagement (Annual Fixed Fee). This service is for those wish to have ongoing, multi-year, financial planning advice but do not meet the asset minimum of $350,000+.
- On a case-by-case basis, I also offer advice for a specific topic (minimum 5 hours for a project). I do not currently work those who only need a second opinion or a few hours with a planner.
To schedule a meeting, visit endeavorplanning.com to learn more or call me at (916) 333-5760, I'd love to talk! For information on my background, check out my LinkedIn profile.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Women
- Sudden Money Situations
- Business Owners and Executives
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Paige Farrell is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Paige Farrell is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Paige Farrell is a Member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Paige Farrell
Office Locations:
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555 University Avenue
Suite 284
Sacramento, CA 95825 -
502 Mace Blvd
Suite 5
Davis, CA 95618
