As an Intuit Certified Bookkeeper, Sara Hobbs is a dedicated Personal CFO and Finance Professional who brings more than 20 years of banking experience to her clients. In 2022, Sara left the corporate world to pursue her passion to help people take control of their finances. Her goal is to equip her clients with the tools, resources, and support necessary for making informed financial decisions that resonate with their personal goals and values.
At all times, Sara remains committed to her clients’ success. She believes that each client’s financial journey is unique, and she strives to build lasting relationships based on trust, transparency, and personal guidance.
For Sara, it’s not merely about the numbers; it’s about empowering her clients with the knowledge and resources they need to thrive financially. She is positioned in the forecastle for her clients, their first line of defense, helping them preserve their wealth, safeguard their time, and enabling them to pursue their passions.
She is a member of The American Association of Daily Money Managers, The American Association of Christian Counselors, and a member of the BTA (Bookkeeping, Tax, Accounting) Professional Alliance.
When Sara is away from the office, she enjoys spending time with Billy, her biggest supporter, best friend, and husband of more than 25 years. Also included are her furry friends; her dogs Woody, Daisy, and Boomer.
Sara Hobbs, Co-Founder & CEO
As an Intuit Certified Bookkeeper, Sara Hobbs is a dedicated Personal CFO and Finance Professional who brings more than 20 years of banking experience to her clients. In 2022, Sara left the corporate world to pursue her passion to help people take control of their finances. Her goal is to equip her clients with the tools, resources, and support necessary for making informed financial decisions that resonate with their personal goals and values.
At all times, Sara remains committed to her clients’ success. She believes that each client’s financial journey is unique, and she strives to build lasting relationships based on trust, transparency, and personal guidance.
For Sara, it’s not merely about the numbers; it’s about empowering her clients with the knowledge and resources they need to thrive financially. She is positioned in the forecastle for her clients, their first line of defense, helping them preserve their wealth, safeguard their time, and enabling them to pursue their passions.
She is a member of The American Association of Daily Money Managers, The American Association of Christian Counselors, and a member of the BTA (Bookkeeping, Tax, Accounting) Professional Alliance.
When Sara is away from the office, she enjoys spending time with Billy, her biggest supporter, best friend, and husband of more than 25 years. Also included are her furry friends; her dogs Woody, Daisy, and Boomer.
