Sara & Elizabeth


Sara is a partner at a law firm and her wife Elizabeth works at the State Department. They care about racial justice, economic justice, and climate change. They have kids now, and time is their greatest asset. They knew their money shouldn’t just be piling up in a checking account, but weren’t sure how to invest or give assets away to charity. Sara’s work is especially demanding and she wanted to know if early retirement was an option. We helped them clarify their life vision, and developed a plan. Now we have systems set up so that they are saving for retirement, investing, and have a glide path for Sara to step away from her current role to spend more time with the family. They’re also giving consistently, and involve their kids in values-based conversations around charity.