Sanctuary Financial Planning, LLC
Sanctuary Financial: Where Money Meets Meaning
At Sanctuary, clients receive ongoing financial planning, proactive tax strategy, and integrated wealth management — all for a single, transparent, flat fee.
Our work focuses on:
- Retirement income planning using dynamic, research-based withdrawal strategies
- Tax-efficient portfolio management and multi-year tax planning
- Social Security, Medicare, and transition decision support
- Coordinated, ongoing financial planning across all areas of life and money
Co-founded by husband-and-wife team Jim Charles, CFA, CFP®, CDFA®, and Sarah Charles, CSRIC®, AIF®, Sanctuary’s model eliminates AUM fees, product sales, and asset minimums. Clients receive objective advice, continuous planning, and disciplined investment management designed to support a confident, purpose-filled transition into and through retirement — not just a financial plan, but a roadmap for what comes next.
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.