Welcome to

Sage Financial

Advice-only financial planning that helps you know, feel and do better with your money.

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shannon fleener

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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.

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sage financial sd

sage financial planning

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create a financial plan

Empower Your Financial Future

Work with Sage Financial to put your values into action, so your money reflects what matters most to you. From ethical banking to socially responsible investing to intentional charitable giving and community impact plans, we’ll work together to align your financial life with your ethos.

Our values-based planning process is designed to support your life goals while cultivating calm, confident financial decision-making, bringing you both clarity and financial progress.

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