Sarah Stamp (CFP®, MBA)

Sarah Stamp focuses in the
following client markets or areas of practice:

  • Business Owners
  • Investment Advice without Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Women's Financial Planning Issues

Planning Specialties

Sarah is a Certified Financial Planner (CFP®), passionate about financial literacy and the power of financial independence. Sarah chose to pursue a career in fee-only financial planning after working on the brokerage side of financial planning. "I prefer fee-only financial planning. Being free of commissions lets us keep our clients' best interests at heart," Sarah says. "My goal is to help clients move forward and accomplish their goals by looking at all aspects of their financial situation."

Additional Information

Compass Planning Associates is a fee-only financial consulting firm whose mission places clients' interests at the forefront and steers clear of conflicts of interest that can be part of traditional broker and sales-based advisor relationships. The Compass Planning team are dedicated professionals who share a vision for fee-only, client-centered financial planning services.

NAPFA Start Date

October 01, 2019

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This Office

Please call for appointment Longmont, CO 80504-8439 Phone: (617) 523-4666

Other Offices

366 Washington St Wellesley Hills, MA 02481-6206 Phone: (617) 523-4666