Dried herbs, lavender and wheat and a succulent on a wooden table sage financial sd san diego financial planner 92116

Financial independence,
on your own terms.

No products. No commissions. Just honest, values-based guidance to help you build ethical wealth, reach financial independence, and make your money mean something.

SCHEDULE AN INTRO MEETING

sage financial

sage financial sd

sage financial planning

financial planning

financial planner

financial advisor

create a financial plan

shannon fleener

financial advisor san diego

financial planner north park

You deserve financial freedom - sage financial sd san diego financial planner 92116

I founded Sage Financial with the belief that everyone deserves financial wellness, and the opportunity to build a life that feels both secure and meaningful.

Navigating your financial journey can feel overwhelming. It’s not always clear what to do next, or whether you’re truly on track. Working with a fiduciary financial planner like me (more on me here) takes the guesswork out of your financial life, so you can make confident, informed decisions and take purposeful action today.

Our mission is to provide a safe, supportive space to know better, feel better, and do better with your money. Through transparent, values-based financial planning, we help you build a plan and a future that aligns with both your goals and your personal values.

sage financial

sage financial sd

sage financial planning

financial planning

financial planner

financial advisor

create a financial plan

Empower Your Financial Future

Many financial advisors are selling you something. We're not.

Sage Financial is an advice-only, values-based planning firm, meaning our only job is to help you build a financial life that actually reflects what matters to you. Whether you're pursuing financial independence, building ethical wealth, or just figuring out how to achieve your personal goals, we'll work together to align your money with your values.

Our planning process is designed to help you live meaningfully today while building confidently toward tomorrow — growing your capacity to reach your goals and making financial decisions you can feel good about.

Ethical financial planning is a key building block to designing the life of your dreams, and we look forward to working alongside you to get you there.