Sarah Hodge,CFP®

Boston, Wellesley

Sarah Hodge joined the Compass Planning team in July 2016. Sarah is a Certified Financial Planner (CFP®) and enjoys working with families and young professionals to help them establish strong financial foundations that are reflective of their goals and values. Sarah is conversationally fluent in Spanish.

Sarah works with clients to provide comprehensive financial planning and investment recommendations. She provides guidance on all aspects of a client's financial life including cash flow management, debt management, retirement planning, education planning, insurance, and estate planning.

Prior to joining the Compass team, Sarah worked for a small broker and a multi-family office in the greater Boston area. "I was drawn to Compass Planning because of its fundamental commitment to providing fee-only financial planning and investment advice in a client-centric environment." Sarah also noted that "Compass Planning's fee structure allows us to be conflict-free. I'm here to help my clients accomplish their goals with as little or as much planning as their situations require."

Sarah is a Certified Financial Planner (CFP®) and holds a certificate in Financial Planning from Boston University. She is also a graduate of The University of North Carolina at Chapel Hill. She is an active member of The Junior League of Boston and has previously served on its finance committee.