Sara Joy-Boyd

07/09/2026

Have questions about your next move? The cards are on the table. Let’s talk about a career as a financial advisor.

07/09/2026

A full financial cup means more than just filling your wallet. It’s about planning a future you can feel confident about. My goal is always to help clients think ahead and feel prepared. Let’s chat and get a plan started for you.

07/06/2026

If you want to cheer on Team USA in person at the 2028 Olympics, let’s talk about how to draft a champion-level trip budget. We love seeing you reach your goals with confidence. http://spr.ly/6182B82fhG

07/04/2026

Happy 250th Birthday, America! From parades to fireworks and backyard barbecues, Americans have always known how to celebrate 4th of July. However you choose to mark the day, we hope you have a safe and meaningful holiday.

07/01/2026

The best financial conversations usually aren’t about numbers. They’re about the life you want to build together and how to make it feel possible. If you’d like help turning those goals into a plan, let’s connect.

06/30/2026

Building an emergency fund for life’s unexpected twists and turns is a key part of any financial plan. I can help you get started and stay motivated.

Learn how much you should typically save in an emergency fund, as well as when to adjust your savings goal up or down and when to use it.

06/30/2026

Whole life insurance can be a key component of your financial future. Let’s talk about how we can structure it to enhance your overall plan.

There’s more to whole life insurance than you might expect. Beyond offering a death benefit, guaranteed cash value and tax advantages provide flexibility as part of a broader financial plan.

06/30/2026

Feeling unsure about your finances as a newly married couple is completely normal. I’ve got you.

After getting married, your financial checklist should include items like merging accounts, updating legal documents/paperwork, and adjusting tax withholdings.

06/30/2026

Tackling just one financial task each month is a great way to keep your goals on track without feeling overwhelmed. Please reach out if you'd like to review your personalized plan.

Keep your financial goals on track for the rest of the year. Here is a month-by-month guide to help you stay focused.