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Fee-Only Financial Planning / Advising in Kitchener Waterloo Cambridge - WD Development
P: 519-569-PLAN(7526)
E: [email protected]
Book a Meeting

 

About WD Development

 

WD Development-all of us have wild dreams, and Sara believes we should spend more time developing them.  When you change the way you relate to and understand your money, you stop feeling uncertain, confused and stressed and start seeing possibilities.  You focus on what is important to you, using your money as a foundation to support your choices.  Sara believes getting your questions answered, and understanding how the parts of your life are connected means that you can make decisions with more confidence.  All of us experience change, and our financial outlook needs to adjust.  Knowing your options and assessing potential impact many years out from here means you can move towards your goals in the best way possible.

 

 

 

 

 

 

Sara McCullough

CFP, CFDS, CDFA

 

 

 

Sara has 25 years experience in the financial industry.  Starting in client communications, Sara began advising clients directly in 2003.  Since then, she has worked at both bank-owned and privately- owned wealth management firms.  Over that time, she has worked with a wide range of clients, including recent graduates starting careers, business owners, medical professionals and multi-generation families.

 

Sara’s family is her motivation to develop and maintain her own personal plan. When not working, Sara spends time reading, camping, cooking, and volunteering with children.

 

 

Certifications

As a Certified Financial Planner, Sara has the skills to develop comprehensive financial plans that allow you to see your options to meet your goals.

 

For more information about Certified Financial Planners,

 

please click here

 

Also a Certified Divorce Financial Analyst, Sara can help you through periods of significant change, and show you how to move forward with security.

 

For more information about Divorce planning designations,

 

CDFA

 

 

 

 

 

 

 

Get in touch today!


Ph: 519-569-PLAN(7526)    |    Email:  [email protected]