Shirley Sanchez (CFP®, MS)
Shirley Sanchez focuses in the
following client markets or areas of practice:
- Cash Flow/Budgets/Credit Issues
- College/Education Planning
- Financial Psychology/Coaching
- Millennials
- Novice Investors
- Women's Financial Planning Issues
- Cash Flow/Budgets/Credit Issues
- College/Education Planning
- Financial Psychology/Coaching
- Millennials
- Novice Investors
- Women's Financial Planning Issues
Planning Specialties
Shirley has a master's degree in counseling and brings this skill set to the finance profession, as she helps people gain clarity with their finances and navigate through the emotions around money. Shirley enjoys helping families uncover what truly makes them happy and how to use money as a tool to accumulate happiness and maximize their life.
Additional Information
Shirley enjoys hiking with her husband and young children, drinking coffee, baking, and enjoying new experiences around Austin and elsewhere.
NAPFA Start Date
March 02, 2021