Sage Financial Planning - San Diego, California

Angellyne D. P.

Worked with Shannon over the course of the year, mainly to get a solid foundation of healthy financial practices and she was amazing! She is a great guide that will leave you feeling confident in your financial strategy. She also has a special passion for working with 1st gen folks who want to build their wealth and gain financial literacy. As someone who had no exposure to any sorts of financial planning or health, I felt taken care of and most importantly, understood. If you're looking for a financial advisor who is extremely knowledgeable, easy to work with, and will listen/understand your needs -- look no further! Sage Financial is the place, Shannon is the advisor you need!

Michelle E.

Shannon is a gem in the financial world! She is doing something that no other financial planner is doing: working with first gen folks in their 20's and 30's who are passionate about changing social systems and in need of financial literacy/support.

When I met her, I was honestly clueless and insecure about money. I did not have a good foundation, but Shannon changed that. With her kindness, relatability, and expertise, she turned my financial confusion and shame into confidence. Shannon didn't just give me a plan; she empowered me to take control of my finances.

Unique to my situation, Shannon helped me with my ABLE account (a savings account for folks with disabilities). She also helped me learn how to roll-over old 401Ks and prioritize my goals in terms of saving and retirement. This work which I was so anxious about at the beginning really made me excited at the end. I am so thankful!

If you're looking for someone who cares about your financial well-being with a compassionate and social justice approach. Shannon is your go-to girl. Highly recommend!

Bertha R.

Meeting with Shannon has given me so much peace. I did not know anything about financial planning and honestly felt embarrassed when I met with Shannon. But meeting with Shannon made me feel secure. She was so patient with me and explained everything that I did not understand and did not feel comfortable with.

I am a first-generation college student with no idea of how to plan for my retirement and my family relies on me a lot. Therefore, I was afraid of putting money away because now that I am more stable with extra funds I was just afraid of something happening. Once again Shannon was super understanding with me and gave me the time to think it out and process everything that we talked about (paying off my car, paying off my loans, and planning for my retirement).

If you are worried you do not make enough money or stressed because you feel like you do not know enough about financial planning, I think Shannon is the best person to talk about your fears and worries. She is warm, compassionate, and extremely skilled to make sure you are financially secure.

Shannon will make sure she picks the right plan for you and works at your pace. Last year I was extremely worried about my retirement plan and paying off my loans and now I feel more confident about my future and my finances.

This is about investing in you and your future. I recommend Shannon with my utmost enthusiasm. She is authentic, deeply committed to her clients, and an amazing financial planner.

Anin I.

Sage financial has been such a financial relief!! I've never worked with a financial planner because I thought I was managing my finances pretty well, compared to most, but I still couldn't understand why I was unable to save money when I was budgeting pretty well (so I thought).

Shannon looked over my finances and went through everything with a fine toothed comb. We discussed exactly where my money was coming and going, the issues that I was having, and then developed a new plan that I was actually able to do little by little.

Thanks to Shannon: my credit score has increased almost 40 points, I'm no longer drowning in credit card debt, and I have a better sense of financial literacy. I HIGHLY recommend Sage Financial, Shannon is truly amazing at what she does!

Gustavo L.

Working with Shannon and Sage Financial Planning was incredible! I had never worked with a financial planner before and I always felt hesitancy and was intimidated by finances. Shannon made the process super easy--she is warm and friendly and very detailed. We worked on creating a detailed budget, reviewing my inflows and outflows, and we discussed my financial goals. I would highly recommend Sage Financial for anyone wanting to maximize their finances.

Niki K.

Shannon at Sage Financial Planning helped me plan for my retirement. I had to choose between plans offered by my employer and she helped me see the future outcome for both while offering advice and knowledge on both sides. She is compassionate, intelligent, and easy to work with. I recommend her without hesitation! My retirement account is now set and I am on track to reach my goals. Thanks Sage!