Your life at the center of wealth strategy.
Very simply, financial planning is about connecting your life with your money.
Here at South County Wealth Planning, your needs are met through a simple yet impactful approach to planning your financial future. Let us help you develop a personalized plan that supports you in a way that feels meaningful for you and your family.
An actionable financial plan starts with a meaningful relationship.
Up front, we take the time to really understand how your life and your finances intersect. We are dedicated to building a meaningful relationship with you - one that is grounded in thoughtfulness, good judgement, and years of experience navigating life’s many twists and turns. From major life events to everyday decisions, we’re here to be a sounding board, a resource, and an ally.
Financial planning considers more than just numbers and software:
It’s answering the questions being asked. Delivering the answers in an understandable way. And inspiring you to explore new possibilities and realize your opportunities.
Meet Sue Gardiner, CFP®
Founder of South County Wealth Planning.
I believe that collaborating on a financial plan can empower people to live confidently and feel more control in life. While information can be found most anywhere, understanding how resources can be used for your personal situation can be a little harder to navigate on your own. When we work together, we will consider all aspects of your financial life so you are enabled to make sound financial decisions that will positively impact your personal self, families, businesses, and philanthropic ventures. Together, we create a proper financial plan that considers your personal circumstances and guides your goals.