Sarah Paulson
CFP®
Valkyrie Financial, LLC
Lead Financial Advisor
Sarah Paulson
CFP®
Valkyrie Financial, LLC
Lead Financial Advisor
I cut the BS and talk about ALL the money stuff you need to know, but were never taught. - Sarah Paulson, CFP®
Fee-Only financial planner located in Appleton, WI, serving clients locally and across the country
Sarah Paulson is a Appleton, WI fee-only financial planner. Valkyrie Financial, LLC is a female-owned and -operated comprehensive and objective financial planning and investment management firm based out of Appleton, WI and serving clients across the United States. Valkyrie Financial specifically presents Millennials with resources for all their money matters with pricing to serve those who don’t have “enough” – or maybe even NO – cash to invest with a traditional finance person. We are fee-only (no commissions. Ever.) and always operate under the fiduciary duty to put our clients’ interests first, meaning Valkyrie has a legal obligation to provide unbiased and trustworthy financial advice.
Meet Sarah Paulson, CFP®, owner of Valkyrie Financial located in Appleton, WI.
Helping people define their life aspirations and getting their money in line with those dreams is what LIGHTS. ME. UP. And I’m doing it while making personal finance less intimidating. It is the reason I became a CERTIFIED FINANCIAL PLANNER™ professional. I focus on empowering people – women and the rising generations – to take control of their financial lives.
If money is a tool you aren’t really sure how to use, I encourage you to reach out to me. I want to develop a long-term relationship to understand your unique situation and present recommendations to fit you. Let's find your wealth, together.
In my spare time, you can find me passionately advocating for women’s rights – I currently hold a seat on the board of the Women’s Fund for the Fox Valley Region – and burning off my extra energy through kickboxing, strength training, running, and/or cross-country skiing. All this activity is necessary because I bake the best cakes and cheesecakes; ask nicely and I might share a piece!
What I do…
- Translate money jargon to normal English.
- Meet you wherever you are.
- Reassure you that there are no stupid money questions.
- Empower you.
Valkyrie does financial planning with an emphasis on coaching and empowerment. The firm is designed to take a complete look at a client's financial picture (building and sticking to a budget, saving, debt analysis, retirement accounts, investment allocation, insurance, estate planning, and on, and on...), with bite-sized meetings monthly to tackle one important assignment. This way the client starts to consistently pay attention to their financial picture and - more importantly - feel like they understand what is happening. Clients also receive a resident financial expert-on-retainer and an accountability partner.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Spending Analysis & Budgeting
- Investment Management
- Debt Analysis
- College Education Planning
Ideal Clients
- Millennials
- Novice Investors
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
Working Together
- Virtual Meetings
- No Judgement
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Sarah Paulson 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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Sarah Paulson is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Sarah Paulson is a Recipient of the 2020 Fox Cities Future 15 Young Professional Award
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Sarah Paulson was a Nominee for the 2020 Women of Influence Awards
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Sarah Paulson Serves on the Board of Directors of Women's Fund for the Fox Valley Region
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Sarah Paulson is the Chair of the Diversity & Inclusion Committee for the Young Professional Organization within the Fox Cities Chamber of Commerce.
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Sarah Paulson is a Committee Member for the United Way Fox Cities Emerging Leaders
Contact Sarah Paulson
Office Locations:
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Appleton, WI 54913
