What happens if something happens to me?
In my case, the answer is Sarah Carr, CFP®, Certified Financial Therapist™, of Sarah Carr Financial, an independent advisor who, like me, is affiliated with Belpointe Asset Management. Sarah is my designated backup advisor: if I were ever unable to serve you, she could step in.
We run separate, independent practices; this is a continuity safeguard, not a partnership or joint advisory relationship. We chose each other deliberately. Where my work draws on contemplative practice and coaching, hers draws on financial therapy. This is resonance.
