About Us

Sara Hobbs' journey from corporate banking to entrepreneurship began with a desire to help people take control of their finances. after more than twenty years in banking, sara took a leap of faith and founded forecastle financial, a virtual financial advisory firm providing personal cfo and private wealth accounting services to high-net worth families and households.

Sara's primary goal is to empower clients to make informed financial decisions that resonate with their personal goals and values. Because every financial journey is unique, Sara is blessed with the opportunity to curate services that address and fulfill the needs of each affluent household she serves.

Sara draws from her deep and broad financial expertise to chart a course that allows each client to thrive financially. She positions herself as the first line of defense for those she serves, helping them preserve their wealth, safeguard their time and enabling them to pursue their passions.

Sara holds an Accounting Certificate from Cornell, is an Intuit Certified Bookkeeping Professional, a member of The American Association of Daily Money Managers, and a member of the Estate Management Network.

Sara Hobbs' journey from corporate banking to entrepreneurship began with a desire to help people take control of their finances. after more than twenty years in banking, sara took a leap of faith and founded forecastle financial, a virtual financial advisory firm providing personal cfo and private wealth accounting services to high-net worth families and households.

Sara's primary goal is to empower clients to make informed financial decisions that resonate with their personal goals and values. Because every financial journey is unique, Sara is blessed with the opportunity to curate services that address and fulfill the needs of each affluent household she serves.

Sara draws from her deep and broad financial expertise to chart a course that allows each client to thrive financially. She positions herself as the first line of defense for those she serves, helping them preserve their wealth, safeguard their time and enabling them to pursue their passions.

Sara holds an Accounting Certificate from Cornell, is an Intuit Certified Bookkeeping Professional, a member of The American Association of Daily Money Managers, and a member of the Estate Management Network.

Melanie Adams brings a unique perspective to Forecastle Financial. Her transition from business ownership into finance was born from a deeply personal mission: helping her aging parents navigate their own financial landscape. This experience sparked a passion to help families gain control of their wealth and have the time to enjoy it.

Melanie blends clinical precision and entrepreneurial strategy in her work as a Client Support Specialist, creating efficient systems and streamlined processes that save time and make clients’ lives easier.  

Melanie considers her greatest achievement to be her role as a military spouse. Outside of the office, she loves to travel, play pickleball, and enjoy time with family.