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Sandra D. Adams, CFP®

Lead Financial Planner/Partner at Center for Financial Planning
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At the Center for Financial Planning, Inc., Sandy works with individual clients to identify, plan for, and realize their life goals and dreams. She thoroughly enjoys building ongoing and personal relationships with their firm's clients. She works with individual clients and families to create customized and actionable financial plans that can be implemented easily by breaking them into simple steps. She specializes in elder care planning, so she works with entire generations of families; older adults, their children and grandchildren. Sandy is also trained to work with those going through any kind of life and/or money transition, including those dealing with the death of a spouse, loss of a spouse due to divorce, loss or change of job, change of career, sale of a business, generational wealth transfer, etc.

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  • Having a mediator allows for family to all be on the same side and the facilitator to be the ‘outsider.’ What’s more, the facilitator can be the one asking the hard questions, getting the conversation moving, when and if needed.

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