I’m Sarah Shu, a CERTIFIED FINANCIAL PLANNER™ professional who helps successful people make smart, tax‑aware retirement decisions. I combine evidence‑based investing with practical tax planning so each decision supports the life you want—today and decades from now.
Before starting my practice, I advised clients at established firms and collaborated closely with CPAs. That experience shaped my philosophy: focus on what you can control, plan proactively around taxes, and keep the process clear and human.
When we work together, you’ll get a coordinated plan for savings, withdrawals, and risk that evolves as your career and life change. Clear steps, transparent fees, and advice in your best interest—always.