Sanctuary Financial Planning LLC

Item 7: Types of Clients
We provide financial planning and investment management services to individuals, high net worth individuals,
charitable organiza ons, trusts, and estates. We also provide speaking engagements to businesses and other
organiza ons. There are no minimum income or net worth requirements to become a client of SFP but we focus on
working with accomplished individuals and couples who have spent decades building successful careers and
meaningful wealth—and are now entering a chapter where the decisions are more complex and the stakes are higher.
Comprehensive Wealth Management
Our Comprehensive Wealth Management service is designed for clients who want a trusted, long-term partner to
guide them through all aspects of their financial life. This service is most appropriate for clients who:

       Value ongoing advice and proac ve guidance over transac onal support

       Have or are building investable assets that benefit from professional management

       Are naviga ng significant financial decisions—such as career transi ons, re rement planning, tax
        op miza on, or legacy planning

       Want a simplified, all-inclusive fee structure rather than paying by the hour or based on assets under
        management
There are no minimum income or asset requirements to work with us. However, given the nature of our flat-fee
model, our services are generally most cost-effec ve for clients with investable assets and financial complexity that
benefit from comprehensive planning and investment management.
Hourly Financial Planning and Consul ng
Our hourly planning services are available to clients who prefer project-based guidance or have a specific financial
ques on or decision to address.