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I received my bachelor's in 2019 from Texas Tech University's nationally renowned School of Financial Planning during my time there, I formally tutored students taking financial planning courses and began studying for my CFP, which I received in 2021.
Teaching and serving others have always been passions of mine, which is what drew me to the field of financial planning in the first place. I have been tutoring for nearly a decade, and for several years I have been exclusively tutoring the CFP. Everyone learns differently, and I love getting to know my students and charting their best course of success with each of them. I've partnered with first-time testers and re-testers alike; whatever your situation, we can find a strategy that is unique to you and your needs.
We'll start with a study calendar that charts out your time to the exam, and how best to utilize your time based on your circumstances, learning style, and needs. Whether you need a sounding board to confirm your understanding, visual aids, practice quizzes, or mini lessons, we'll find the strategies that get you to your "ah-ha" moment! I also dedicate time to test-taking techniques, including those specifically for the CFP, that increase odds of student's success.
I would love to take some time to meet you and learn more about where you are in your CFP journey! If you have any questions or would like to learn more about what our partnership would look like, don't hesitate to contact me so we can put together an introductory meeting so we can see if we would be a good fit.

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Sarah’s Qualifications

Education & Certification

Undergraduate Degree: Texas Tech University - Bachelor of Science, Financial Planning


My hobbies include art of all kinds (watercolor, ink, digital), video games, and Dungeons and Dragons! I also have a soft spot for fantasy and sci-fi novels. In my off time, I love to volunteer in my community, teaching financial literacy, serving low income areas, and working with children.

Tutoring Subjects


Professional Certifications

Series 7 - General Securities Representative Exam (Stockbroker)

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