Why Awaken Wealth?
Not all financial advisors are created equal.
We are...
Financial
Planners
Financial planning should take all aspects of your financial life into account.
Fiduciaries
Fi-du-ci-what!? It’s simple — unlike many other advisors (surprisingly) we have to act in your best interest.
Evidence
Based
We help you ignore the market’s uncontrollable elements & maximize those that can be managed.
You're Age 45+
You have $500K (or more) in retirement savings.
But you have questions...
Do I have enough to retire?
How can I reduce my taxes in retirement?
Are my investments suitable for retirement?
...and we have answers!
Interested in Working Together?
Get started in three easy steps:
Step #1
1
Introductory Call
Schedule a 20-30 minute call/virtual/coffee meeting that will give us a chance to make sure your situation matches our expertise!
Step #2
2
First Meeting - Discovery
What are your financial goals? In this 60-minute meeting, we aim to better understand your needs and what's most important to you
Step #3
3
Recommendations - Draft Your Plan
In this meeting you'll receive your One-Page plan that lists our recommendations and identify the value we can add to your financial situation.
Meet the Team
Get to Know the Team Working for You
Meet Awaken Wealth's President & Financial Advisor T. Scott Sather (CFP®, CIM®, CKA®, FMA) and our Director of Client Services, Julie Sather!
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