Stephanie Sammons (CFP®)

Stephanie Sammons focuses in the
following client markets or areas of practice:

  • Fixed Fee (Subscription, Retainer, etc.)
  • Investment Advice with Ongoing Management
  • LGBT Couples and Families
  • Retirement Planning & Distribution Rules
  • Tax Planning
  • Women's Financial Planning Issues

Planning Specialties

As Fee-Only Certified Financial Planner™ and Wealth Manager with 20+ years of experience, I specialize in helping independent women professionals and LGBTQ professionals achieve financial peace of mind in midlife. I'm also the host of the “Midlife Money Gal” podcast!

Midlife is that central period of life between the ages of 40 and 65. During midlife we spend time reassessing our lives and thinking more about our future goals and impact.

Midlife is also a critical time to plan for your financial future! What are your goals and dreams? How do you want to spend your time in this next phase of life? What steps should you take to create your ideal financial future?

The most common financial issues you may be concerned with during midlife include: defining and clarifying your financial goals, gaining more control over your financial life, aligning your financial assets and actions with your goals, planning for a secure retirement, managing the impact of taxes and fees, navigating major life transitions, and investing more wisely.

From developing your Personal Wealth Roadmap™ to providing ongoing guidance, management, and support, I can help you make your ideal financial future a reality.

If we end up working together, you can expect total authenticity, confidentiality, and transparency. I also offer a flexible Fee-Only structure (no commissions or products here) based on the complexity of your situation.

To learn more about what it would be like to work together, visit or contact me directly at


NAPFA Start Date

October 26, 2017


This Office

11700 Preston Rd. Ste 660-200 Dallas, TX 75230 Phone: (800) 796-4280