Sunday Planning is a financial planning firm focused on serving the needs of women. We are passionate about a few things: closing the wealth gap, financial education (because knowledge is power & power changes the world), and helping you live a life truly aligned to your purpose.
That is how we change things around here. It's the power to improve your life, buy a home, and fund causes you care about.
The financial industry has not taken care of women. Their messages are confusing and demeaning. Women are a NICHE to them. We exist to change that.
• Recently divorced women
• Recently widowed women
• New investors or new to financial planning
• High income earners juggling debt
The world tells girls we have a spending problem, save all your pennies, think small, live frugal or else you'll be the bag lady under the bridge- no more. I want to help you get your financial sh*t in order so you can live the life you want once and for all. No more money shame, no more worry, and no more fear. Because once you have awareness and a plan, there's no turning back.
There are a few things to think about when looking to hire a financial professional. Education, experience, and designations matter. Not all Financial Advisors are CFP® Professionals. This matters because CERTIFIED FINANCIAL PLANNER™ professionals understand the responsibility of being entrusted with your future, so they choose to commit to a high standard of behavior. To become certified, in addition to meeting education, examination and experience requirements, candidates must make a commitment to CFP Board to abide by standards set forth in CFP Board’s Code of Ethics and Standards of Conduct.
Source: Women’s Philanthropy Institute
Center on Philanthropy at Indiana University