Sarah Carlson

Background

About Sarah Carlson

I help my clients do more for themselves, their families, and their communities through a holistic, values-driven approach to financial advising. My greatest passion lies in helping women overcome negative stigmas and change the narrative around money. I provide empathetic, one-on-one problem solving for those eager to evolve their relationship with money. My clients are often successful entrepreneurs, professionals, and couples who value personal development and community impact. They seek a more comprehensive approach to financial management that aligns with their values and life goals. By addressing both the practical and emotional aspects of wealth, we create a foundation for greater personal fulfillment. My professional journey has taught me that life is about lifting others as we climb. In an industry often perceived as cold and impersonal, I lead with empathy and compassion. I believe there's limitless potential for positive change when we approach finance with an open heart and a commitment to personal growth. This guiding philosophy drives me to continually expand my reach, helping more people transform their relationship with money and, by extension, their lives. My book,"Facing Financial Fears," goes beyond basic financial advice to cultivate confidence in women. I guide readers from fear to love through curious steps, encouraging a deeper level of self-reflection that inspires change from the inside out. I've developed systems and models to help every investor succeed, emphasizing financial success as a practice of perseverance and strength, not just a numbers game.I was born and raised in the Rockies, and these days, I split my time between my home bases in Colorado and Spokane. I love skiing, hiking, practicing yoga, and traveling, frequently engaging in these activities with clients. These shared experiences are a great way to foster deeper connections and strengthen bonds. I’m always eager to connect with like-minded individuals who share my passion for personal growth and positive change. Whether you're navigating a major life transition or looking to align your wealth with your values, I'm here to guide you towards a more fulfilling financial future. Let's connect and explore how we can work together to achieve your goals.(509) 747-2075 scarlson@fulcrumfinancialgroup.comDesignations: CLU, ChFC, CFP®, CDFA®Please visit for disclosure statement.