Susan Butler is an independent holistic Certified Financial Planner™ professional who specializes in simplifying finances and helping clients feel comfortable and engaged in creating their financial plans. Susan takes the time to understand her clients' current situations and unique visions for the future. She thoroughly analyzes and coaches them on the planning needed to achieve their goals while guiding them through the entire process, including adapting to life changes over subsequent years. She collaborates with other advisors to ensure everyone is on the same page.
Holistic financial planning is at the heart of Susan’s approach. She considers all aspects of her clients' lives, lifestyles, finances, and behavioral finance to build trust and long-term relationships. Her practice goes beyond the technical side of investing, focusing holistically on her clients’ goals, retirement, transitions, legacies, and desired lifestyles.
Susan is especially passionate about coaching women, particularly those who are single, divorced, or widowed, helping them navigate difficult transitions. She also works with couples, helping them understand and appreciate their differing approaches and attitudes toward money, finance, and retirement planning. Her holistic approach integrates life planning with all areas of financial planning, including retirement, taxes, investments, insurance, philanthropy, estate, and legacy planning.
As a practicing Certified Financial Planner™ professional, Susan brings a higher level of training and expertise. Her CFP® certification reflects her commitment to the highest standards of ethics and integrity.
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