Sara Hobbs is the Founder and Principal of Forecastle Financial, where she helps affluent households gain greater visibility, confidence, and control over their financial lives through Personal CFO services.
After more than two decades in banking, Sara founded Forecastle Financial to serve as a trusted partner for successful individuals and families navigating the opportunities and complexities that come with wealth. She helps clients make informed decisions, stay aligned with their goals, and focus their time and energy on what matters most.
Known for her thoughtful, personalized approach, Sara brings clarity to complex financial lives and peace of mind to the families she serves. Her goal is simple: to help clients steward their wealth with confidence while enjoying the freedom their success has created.
Sara holds an Accounting Certificate from Cornell University and has passed the SIE and Series 65 exams. She is an active member of the American Association of Daily Money Managers and the Financial Planning Association of East Tennessee.
Outside of work, she enjoys traveling, reading and spending time with her husband of twenty-five years, Billy, and their three dogs, Woody, Daisy, and Boomer.
Sara Hobbs, Founder & CEO
Sara Hobbs is the Founder and Principal of Forecastle Financial, where she helps affluent households gain greater visibility, confidence, and control over their financial lives through Personal CFO services.
After more than two decades in banking, Sara founded Forecastle Financial to serve as a trusted partner for successful individuals and families navigating the opportunities and complexities that come with wealth. She helps clients make informed decisions, stay aligned with their goals, and focus their time and energy on what matters most.
Known for her thoughtful, personalized approach, Sara brings clarity to complex financial lives and peace of mind to the families she serves. Her goal is simple: to help clients steward their wealth with confidence while enjoying the freedom their success has created.
Sara holds an Accounting Certificate from Cornell University and has passed the SIE and Series 65 exams. She is an active member of the American Association of Daily Money Managers and the Financial Planning Association of East Tennessee.
Outside of work, she enjoys traveling, reading and spending time with her husband of twenty-five years, Billy, and their three dogs, Woody, Daisy, and Boomer.
Our Team
Melanie Adams, Client Support Specialist
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.
