Sanctuary Financial Planning, LLC

Sanctuary Financial: Where Money Meets Meaning

At Sanctuary, money isn’t just math. It’s meaning. It’s the narrative of your life, shaping choices and reflecting values. We help you connect money to purpose. Many arrive at Sanctuary during pivotal moments—retirement, transitions, or simply seeking clarity. We meet you without judgment or sales pitches. Our approach blends deep expertise with behavioral insight to craft dynamic plans that evolve as you do. We ask thoughtful questions and listen closely to align your plan with your life. Advice only sticks when clients feel safe, understood, and empowered. We help you overcome roadblocks and move from anxiety to clarity. Sanctuary offers a refuge from financial noise and a space to reflect, plan, and align your money with what matters most. If you seek a trusted guide who honors your story and helps shape your future with care and wisdom—welcome to Sanctuary. Your money should serve your life, not the other way around.

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

601 S Kings Dr Ste F PMB 155 Charlotte , NC 28204-3089 Phone: (704) 705-8773

Primary Office

601 S Kings Dr Ste F PMB 155 Charlotte , NC 28204-3089 Phone: (704) 705-8773