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Welcome to Reset

Looking for a financial advisor who actually puts planning first and charges fees that make sense? 💡 I'm Sara Zuckerman, founder of Reset Financial Planning, and I've spent my career working at some of the biggest names in finance—Vanguard, Fidelity, and Goldman Sachs. But here's what I learned: the traditional financial advisory model is broken. It's built around selling products and charging high fees based on how much money you have, not on the value you actually receive. That's why I started Reset Financial Planning—to do things the right way. What makes us different: ✅ Planning-First Approach: We put comprehensive financial planning at the center of everything we do, not as an afterthought to investment management. We start by understanding your complete financial picture—your goals, concerns, family situation, taxes, estate plan, insurance needs—everything. ✅ Flat-Fee Investment Management: Unlike the traditional 1% AUM model, we charge a fixed annual fee regardless of portfolio size. This means our fees don't increase just because the market goes up, you keep more of your investment growth, and we're completely aligned with your interests. When you combine comprehensive planning with flat-fee investment management, you get unbiased advice focused entirely on what's best for your situation—not what grows our revenue. This is what financial advice should look like. _ _ 🔗 Schedule a complimentary consultation → https://resetfp.com/schedule-a-call/ Subscribe to @resetfinancialplanning for more financial insights _ _ Disclaimer: This video is provided for educational, general information, and illustration purposes only. Nothing contained in the material constitutes tax advice, a recommendation for purchase or sale of any security, or investment advisory services. We encourage you to consult a financial planner, accountant, and/or legal counsel for advice specific to your situation. Reproduction of this material is prohibited without written permission from Reset Financial Planning, LLC, and all rights are reserved. Reset Financial Planning is a financial advisor serving high-net-worth individuals and couples navigating retirement, inheritance, divorce, and major life transitions. #financialplanning #financialadvisor #retirement #investing #wealthmanagement