Sara Zuckerman, MBA, CFP®, CDFA®
Flat-fee fiduciary planning for life’s next chapter
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Serving Clients Nationwide
Flat-fee fiduciary planning for life’s next chapter
Areas of Focus
- Divorce Financial Planning
- Financial Life Planning
- High Net Worth
- Investment Management
- Loss of Spouse or Partner
- Retirement Planning
- Tax-Smart Distribution Planning
- Taxes
- Women & Wealth
About Sara Zuckerman, MBA, CFP®, CDFA®
I’m a CERTIFIED FINANCIAL PLANNER™ professional who specializes in guiding clients through meaningful financial transitions with steady, organized support. My approach is warm, clear, and centered on helping clients feel confident and well-prepared as they move into their next chapter.My professional background includes roles at Goldman Sachs, Fidelity, and Vanguard, as well as serving as a Faculty Associate in Arizona State University’s financial planning program. I hold an MBA from New York University and a bachelor’s degree in finance, along with advanced training in comprehensive financial planning and divorce financial analysis.
I work best with clients who value partnership, transparency, and a long-term relationship with a planner who truly understands their full financial picture.
Professional Designations
- Certified Divorce Financial Analyst (CDFA)
- CERTIFIED FINANCIAL PLANNER ®
- Master of Business Administration (MBA)
Affiliations
-
Fee Only Network
- National Association of Personal Financial Advisors
- The AGC
- National Association of Personal Financial Advisors
Primary Location
Fort Collins, CO
Video
https://youtu.be/8J2eme-Ot3kMeeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule an introductory conversation. This is a complimentary 20 minute call for us to get to know each other and assess if my expertise matches your financial objectives. I am looking forward to meeting you and learning more about how I can help!Offers Investment Management
Yes
About Reset Financial Planning
Reset Financial Planning is a flat-fee fiduciary firm serving clients in Northern Colorado and nationwide. We help individuals and couples navigate major financial transitions — retirement, inheritance, divorce, and other significant life changes — with clarity, confidence, and calm.Our services include ongoing comprehensive financial planning, investment management, tax-efficient retirement income strategies, estate and risk planning, and ongoing decision support. We charge a transparent annual flat fee based on complexity, typically $10,000–$15,000. Limited project engagements begin at $3,600.
Clients choose Reset Financial Planning for clear pricing, thoughtful tax-smart planning, and a boutique, relationship-focused experience grounded in trust and transparency.
Education
NYU Stern School of Business, MBA | University of Colorado Boulder, B.S., Business Administration
Hobbies and Interests
- Cooking
- Family
- Hiking
- Reading
- Skiing
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Couples
- Divorce
- Families
- Gen X
- Individuals
- Single Women
- Widow
- Women in Transition
- Women Professionals
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