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Sandra Gilpatrick, CFP®, Wealth Consultant
Autonomiser les femmes grâce à une planification financière personnalisée et claire.
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Business
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Autonomiser les femmes grâce à une planification financière personnalisée et claire.
Sandra Gilpatrick, CFP®, Wealth Consultant est une professionnelle de la finance basée à Boston qui aide ses clients à élaborer une planification financière personnalisée et holistique. Située au 101 Federal St, Boston, MA, elle prend le temps de comprendre la vie de chaque client et adapte ses conseils pour aujourd'hui et pour demain. Les avis soulignent sa chaleur humaine, son accessibilité, ses explications claires et des outils qui permettent à ses clients, en particulier les femmes, de prendre en main leurs finances et leur avenir.
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Conseils adaptés à votre situation personnelle unique et à vos objectifs, y compris le budget, l'épargne et la planification de la retraite.
Conseils d'expert sur les stratégies d'investissement pour faire croître votre patrimoine et s'aligner sur vos objectifs financiers.
Solutions complètes pour la gestion d'actifs, la planification successorale et la sécurité financière à long terme.
Approche holistique qui intègre les décisions financières aux objectifs personnels pour le bien-être global.
Fourniture de ressources et d'explications faciles à utiliser pour permettre aux clients de gérer leurs finances de manière autonome.
Note globale
Gwen Weisberg
Sandra is wonderful. Besides her experience and expertise, what sets Sandra apart is her genuine interest in each person's unique life situation. She takes the time to get to know each client as a person, to understand their personal experiences and circumstances, and tailors her advice to work for them now and in the future. I've referred several people to Sandra and will continue to do so!
Jessica Farrell
I would highly recommend Sandra and her expertise. She is incredibly knowledgeable but more than that she asks questions about my goals and really listens to my answers. I feel confident that she understands my financial goals and is a dedicated partner in helping me achieve them.
Patty Collinsworth
I can't say enough good things about Sandra Gilpatrick and her services. Her passion for finding solutions that benefit her clients is obvious in every interaction and insight she offers. She's kind, smart, responsive, and best of all, a pro at making financial planning manageable. She breaks down the process so it's easy to understand and provides easy-to-use tools to support you in taking charge of your financial life. I've recommended her to many of my friends and sing her praises when anyone is looking for a financial planner. Simply put -- she's amazing.
Luna Taylor
Better quality attention than I could have hoped for! Sandra truly cares about your money and your life. On top of that, she truly listens to you. She also takes the time to explain things and teach you. I feel lucky to have found her and highly recommend!!!
Petra Loesch
Sandra Gilpatrick changed my life! Financial and life planning is complicated, and it is essential that you have somebody by your side, who can see the big picture and help you get organized. Sandra's advice and support gave me peace of mind and helped me organize my finances, investments, and provided me with the right tools and confidence to plan my life. She is always available and has provided expert guidance whenever I needed it. Her true gift is that she empowers women to take charge of their finances and their life. I consider myself very lucky to have her as my financial advisor.
Katie Mc
Sandra is friendly, knowledgable, communicative, and understanding. She breaks the process down so it’s easier to comprehend and encourages questions. Highly recommend!
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