Basic Information
-
Company
Capital Strategies -
Phone
7133047085 -
Mobile phone
7133047085 -
Email
SStackpole@financialguide.com -
Describe How You Would Like To Be Introduced Via Email
Sarah is a local fiduciary here in Austin who has a passion for helping people feel better about their financial future. She is all ears as to how she can bring value to you and answer any questions you may have on your financial situation and how she can help. She can be reached at 713-304-7085 or sstackpole@financialguide.com. -
What is your "why"? Why do you do what you do?
Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you want it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs. -
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
Have you given any thought as to how you will accomplish both your short term and long term financial goals?
Do you have any assets that you care about protecting?
Are you ready to work with someone who can help take you to the next level when it comes to your financial position/future? -
About me
I was born and raised in the Houston, Texas area. I graduated from the University of Houston with a Major in Hotel & Restaurant Management and continued on to graduate with her Master's of Business Administration from Houston Baptist University in 2017. After graduation, my focus was working as a Revenue Director for hotel portfolios located across the country guiding them on financial strategies. These past experiences of client management and strategizing allowed for a seamless transition into financial planning. I chose to join the team at Capital Strategies and started her career in financial planning in 2020 and have never looked back! I really enjoy the vast amount of clients I work with including business owners, the special needs community, young professionals, and expanding families! -
Profession
Financial Planning & Asset Protection -
Title
Financial Planner, Chartered Special Needs Consultant -
Hobbies and interest
I enjoy spending time with family and friends, traveling, and giving back to the community. I also enjoys staying active in the gym and on the beautiful hiking trails throughout Austin. Paddleboarding is a regular activity for me when the weather is nice. -
Website
https://www.assetstrategiesllc.com/Sarah-Stackpole,-MBA.e1153308.htm
Contact Information
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City / Town
Austin -
State
TX -
Zip
78746 -
Country
United States -
LinkedIn Profile
https://www.linkedin.com/in/sarahstackpole/
Education
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College / University
University of Houston -
Graduation Year
2015