NOTE: In January, 2026, I am going on a world cruise and will not be accepting new clients until I return in May, 2026. In the meantime, please feel free to sign up for my free email newsletter.
Google Business reviews:
Client testimonials:
“Where was Sandra 20 years ago??? I just completed my 4th session with Sandra and wow. I am mind blown by her guidance, vision and her slides. She really dives deep into your spending and puts together a personalized budget. With the personalized tools Sandra has left behind for me I am 100% more comfortable to take control of my finances and FACE them…instead of avoiding ‘that’ topic. I HIGHLY recommend Sandra.”
– Mimi I., Chicago, IL
Sandra is so kind and knowledgeable. Our dreams are now going to be a reality with her helpful planning! I finally feel like I’m in control of my finances and my partner and I are communicating about money better too! Thank you Sandra!
– Natalie and Stan L., Chicago, IL
“Sandra is absolutely fantastic at what she does. And what she does is help you get a clear picture of where you are financially now, financially where you want to be and financially how to get there. She is highly intelligent, organized, efficient, and also has a sense of humor and is compassionate. I recommend her without reservation!“
– Anne Frances, Chicago, IL
Sandra is absolutely fantastic to work with! Sandra is very organized, professional and patient. She has such incredible knowledge and is so passionate about her craft and provides a safe, judgement free and supportive environment. I HIGHLY recommend Sandra for help and guidance for a topic that is often very challenging to many but doesn’t have to be with her support!
– Laurie L., Chicago, IL
“I’ve always avoided financial planning because it just seems overwhelming. Sandra was able to present everything in a way that was not only easy to understand, but easy to implement in my life. The way I think about my money and approach spending has changed during the course of these sessions, and I now feel very prepared for the future. I would recommend Sandra to anyone looking to plan for their financial future, improve their current financial wellness, or learn more about opportunities to better save and grow their money.“
– Meagan Davis Cockerill, Chicago, IL
“I have never been very good with saving money or budgeting. Feeling overwhelmed and a bit hopeless I decided that I needed help! After some short research I came across Sandra and I am so grateful I did! With comprehensive, common sense solutions to my budgeting blocks she has been an excellent asset on my financial journey. I highly recommend Sandra’s services to anyone that feels lost, overwhelmed or hopeless about your financial abilities.”
– Maria M., Chicago, IL
Because of some prior experiences where I felt taken advantage of, I had a negative relationship with money and would often ignore financial matters out of fear. Thanks to my work with Sandra, I found ways to make those financial interactions less intimidating and manageable. She listened to my experiences, shared some of her own, and also walked me through some of my financial fears. Through Sandra’s patience, approachable manner, and expertise, she helped build my confidence to be a more active participant in my financial future.
– Mike F., Chicago, IL
“If you are ready and willing to change your relationship with money, please do not hesitate to make Sandra your financial coach. She is savvy, flexible, responsive and incredibly resourceful. She changed my future through the progress in our sessions. I learned that being financially savvy makes me feel empowered, as if I’ve leveled up in life, and I don’t mean that in a superficial way. […] Sandra helped get me to the mind space to believe that 1) I can do it and 2) I’m worthy of it.“
– Katie D., Chicago, IL
“I went to Sandra because I didn’t really understand my retirement accounts or how they worked, and because I wanted to know if I could retire early. She helped me to understand them and get much more comfortable with them. She showed me that I won’t need to work well into my sixties, that I can retire much earlier. One of the biggest gifts, however, was unexpected. My husband and I were both very scared to talk about our financial situations with each other. We’ve begun talking about our finances and our future with optimism and excitement!!“
– Spencer B., Chicago, IL
“Working with Sandra has changed my whole outlook, and made me a calmer and happier person. My life used to be overshadowed by worries and uncertainty about what to do. I actually had enough money, but was afraid that I wasn’t doing the right things with it. Hearing so many investment ideas from everywhere made me overwhelmed and confused. But Sandra made it simple. She helped me organize everything and get an easy routine that makes it all run smoothly. Now I know I am doing the right thing. I can live a happy life, knowing the money I need is there. No more worries!“
– Lyn V., Norway, MI
“After stress about whether I was doing enough about retirement and how my financial life is set up, Sandra reassured me – through the data and good, honest discussion – that I have a workable plan and, with modifications that Sandra taught me that are doable and smart, that (knock wood!) I should be in decent shape when retirement time comes! […] Sandra’s honest, her solutions are practical, and you’ll build your financial confidence working with her. DO IT!”
– Joseph Fedorko, Chicago, IL
“After my husband’s stroke he needed 24-hour supervision. I did not think I could afford to quit working to stay home with him. Sandra looked at our assets, and laid out a spreadsheet that showed how our money could last until age 100. Two years later, when we sold our house and moved into a senior community, Sandra re-worked the numbers. We found that even with our new situation, we can pay our bills and enjoy life without worrying about running out of money. Using Sandra’s service was the best decision we ever made. Peace of mind is priceless.“
– Jane Chase, Robbinsdale, MN
Sandra, Thank you so much for the great session yesterday, and for all of the valuable insights, guidance and help these past few months. I feel on much better footing because of you and your support. Between practical applications and educational resources, I feel ‘safer’ dealing with finances in a productive and constructive manner. We achieved great success, in only 4 sessions!!!
– Sarah Ryan, Lynchburg, VA
“Sandra has a no nonsense approach to saving — it’s not a “get rich quick” scheme. Because of our session I started saving more per month, based on the retirement calculator, and moved more of my investments from individual stocks or managed stock funds to indexed funds.”
– Molly S., Chicago, IL
“Whether you don’t know where to start, or you’ve been on your way for awhile, Sandra can empower you to reach your financial goals. She’s realistic and isn’t going to make you give up what’s important or fun for you to make it work. [After our sessions] I’m more apt to save because I know that starting now makes a huge difference.”
– Anonymous, Chicago, IL
