Sarah Stoddard-Ballard, CFP®

My approach blends thoughtful financial strategy with meaningful conversations about values-based goals. I enjoy asking questions that help clients clarify their values, envision the future they want, and build a financial plan that supports that vision. My goal is for every client to feel empowered, organized, and confident in the decisions they make, both today and for years to come in their financial lives.

Before joining The Planning Center, I built a career helping organizations and individuals navigate complex transitions and opportunities. My work has included supporting major government contract negotiations, leading large-scale business initiatives during corporate restructuring, and assisting California wildfire victims in sharing their stories and working through compensation processes. Across each experience, it was reaffirmed to me that meaningful outcomes begin with understanding people, listening closely to their stories, and helping them move forward with intention and confidence.

Outside of work, I have been fortunate to live abroad in France, Albania, and Croatia, teach English in Uganda, and participate in humanitarian service projects. These experiences reinforced my belief that every person has a unique story worth understanding. Ultimately, I believe the best financial plans are rooted in life plans and built by understanding the unique stories behind the numbers.