Why Choose Us?

 

 

 

 

 

 

 

 

 

Trusted Advisor. Customized Solutions. Knowledge. Experience.

 


A TRUSTED ADVISOR

We care about our clients and their personal objectives.

Financial planning is a journey and each individual needs their own personal

roadmap to achieve their financial goals.  We spend time getting to know you and

understanding the goals you want to  achieve, and we partner with you at every

major milestone in your life, to chart a sound financial course. We strive to become each

client’s Trusted Advisor,  offering a customized plan to help establish and achieve

their individual goals.  


CUSTOMIZED SOLUTIONS

You’re different from everyone else. Your financial plan should be, too.

We recognize that while the planning process can be rather straightforward,

each client is unique and deserves a customized plan. We take the time to find

appropriate solutions for you.


EXPERIENCE AND AN EYE FOR DETAIL

A CFP® professional with an engineering degree and an analytical nature.

Tracee’s education sets her apart. In addition to her industry credentials, her 

Master ‘s degree in Engineering lends a disciplined and reasoned approach to 

planning – an approach that has resulted in over 13 years of experience and 

hundreds of satisfied clients.


EDUCATION MATTERS 

The CFP® Difference

The CFP® designation is a mark of excellence – it’s your assurance that the

financial planner you’re working with is someone who is not only competent

but committed to high professional standards.  A Certified Financial Planner (CFP® )

professional must master a list of nearly 100 topics on integrated financial planning in a

variety of major planning areas followed by a 2-day, 10 hour CFP® exam. 

Once awarded the CFP®  designation, they must continue to meet  a set of

rigorous standards and agree to adhere to the principles of integrity,

objectivity, competence, fairness, confidentiality, professionalism and

diligence when working with clients.


 

Learn more about  Tracee J. Sapp, CFP®

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck