Listen.

When you sit down with a fee-only financial planner, you expect numbers. But you don't necessarily expect them to captivate you with the story those numbers tell.

But that's exactly what Sarah Charles, co-founder of Sanctuary Financial Planning, did. She captivated me with numbers. From the 95% of women who will act as the sole financial decision-maker of their household in their lifetimes to the 93% of the population unserved by the traditional financial planning model. The numbers took my breath away, and that was before Sarah told the story behind her own numbers.

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Episode Twenty-seven

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Episode Twenty-five