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In this episode, Sara answers the following questions:
- Where do you start when you want to simplify your personal finances?
- How do you find your numbers?
- What do I do with my numbers once I have them?
- How will knowing the numbers benefit me and make my life easy?
- How can you help me?
Sara Hobbs is the CEO & Co-Founder of Forecastle Financial, a boutique virtual Personal Bookkeeping firm based in Tennessee. Forecastle Financial fulfills the cash flow management needs of high-net-worth households, business owners & C-Suite executives, those with limited time & complex financials.
Sara serves her clients with a proactive approach to personal cash flow management. After a banking career that spanned more than two decades, Sara knows how to bring order, structure & clarity to finances, ensuring that her clients have the insight they need to make informed decisions.
To learn more about Sara and Forecastle Financial, please visit:
To connect with Sara:
Email: [email protected]
Website: forecastlefinancial.com
LinkedIn: linkedin.com/in/knoxvillesarahobbs
TikTok: tiktok.com/@theskilledsteward
Schedule a complimentary consultation call:
calendly.com/forecastlefinancial/complimentary-consultation
To learn more, visit:
https://www.linkedin.com/in/margueritacheng
Listen to more episodes on Mission Matters:
https://missionmatters.com/author/Marguerita-Cheng
This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian, and opinions stated are their own. Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 200 BROADHOLLOW ROAD, SUITE 405, MELVILLE NY, 11747, 631-5895400. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. FOREST HILLS FINANCIAL GROUP is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number – 0L64608, 2023-159059. Exp 08/2025
