My mission is to educate people on the taxation of their money in both the accumulation and distribution phase of their life. Financial planning tends to stop at the accumulation phase for most people, however, how much money we get to SPEND from our portfolio is far more important. Our mission at the Fitzpatrick Group is to make sure people are planning for the taxation of their money during the distribution phase. We help people eliminate unnecessary and excessive advisor fees as well as excessive market volatility. We also help people protect their loved ones from financial disaster when the unexpected happens in life. Our holistic approach to financial planning allows us to help you properly prepare for your financial journey through life.
I am mom to two beautiful kiddos--Presley, age 7, and Connor age 2. I grew up in San Antonio and graduated from Texas A&M University. After a 10-year career in education, I made the transition into financial services. When first starting out, I realized how many questions were left unanswered and financial plans built with inflated projections. That is when I joined the Fitzpatrick Group whose main mission is to disrupt the financial services industry by mathematically breaking down traditional methods of planning, putting the clients first, and educating the public so that they can make the very best financial decisions for their businesses and their families.
I love to read, workout, cook, craft with my daughter, and spend time with my family. We love watching Disney movies together and attempting to bake gluten free treats. My family and I spend a lot of time doing things outdoors together as much as possible.
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
1. Do you hope your income goes up or down in the future?
2. Do you think taxes are going up or down in the future?
3. Can I connect you to someone who can teach you about the effect of taxes on your retirement dollars?
Describe How You Would Like To Be Introduced Via Email
Please send a warm email introduction and copy both me and the referral:
Hi [First Name],
I'd really like to introduce you to Sarah Ziese. She teaches driven, entrepreneurial people just like you how to retire in the 0% tax bracket. She will show you the real math behind the financial services world, teach you how to use the tax code to your advantage, and make sure you are always in a position maintain options, flexibility, and control.
I highly encourage you to have a conversation. I'll leave the connecting to the two of you!