Whether you’re navigating new wealth, planning for future generations, or simply want to feel more empowered around money, I’m here to guide you with clarity, care, and conviction.
I’ve always believed that real financial empowerment isn’t just about having money—it’s about alignment.
Alignment with your values.
Alignment with your voice.
Alignment with the life you’re meant to live.
As a wealth manager and spiritual activist, I blend strategy and soul to help people build lives of purpose-driven abundance. Because let’s face it: wealth without intention can feel hollow. And financial success that doesn’t reflect who you are will never truly satisfy.
Over the years, I’ve sat with incredible people—executives, entrepreneurs, creatives, visionaries—who’ve built impressive careers and still felt uncertain about their financial decisions. Not because they lacked intelligence or drive. But because traditional financial advice often left them feeling talked over, misunderstood, or left out of the conversation entirely.
I get it. After over a decade as one of the top life insurance producers in the country, I saw firsthand how often people—especially those who lead with heart and purpose—were underserved by conventional models of wealth advising. That’s what inspired me to create something different.
Today, I help high-earning, purpose-driven individuals and families take ownership of their financial lives. Together, we build intentional strategies that reflect your core values, long-term vision, and the legacy you want to leave behind—not someone else’s idea of success.
Testimonials
What Clients Are Saying
“It’s rare to encounter talent like Sarah. Over the past four years at Symmetry Financial Group, I’ve witnessed her exceptional ability to manage multiple projects, significantly boosting our team’s productivity. With a heart for helping others achieve their dreams and an unwavering positive attitude, Sarah exemplifies leadership. As an Agency Director, she has my highest recommendation. “
“One of the most authentic and purpose-driven podcasts for women in financial services!
Real women of vision share their journeys, inspiring success and creating opportunities for all. A must-listen!”
“A giant hug and thank you, Sarah! Finally, I can now fully realize that the world needs ALL OF US to bring our unique selves to the table. There will be no more attempts at PERFECTION. I am ready to live a BIG LIFE again, to explore the world on my own terms, to use my BIG voice and break out of the walls I have built. I can’t wait for the next PowerfulYou Event (and to bring some other bad-ass women with me!).”
“I have to say, I’ve never been excited for a financial transaction EVER until now :)”
“I feel like I can ask you a million little questions and you won’t judge me.
This process was so much fun!!!
Best advisor to work with ever”
“Sarah Pappas has been our Insurance Expert for several years. Recently we were informed because of our ages that there would be changes in our life insurance. I was worried, my husband was concerned. We contacted Sarah. She researched and kept in touch with us, answered lots of questions. She came back to us with the answers. We are both so relieved. She helped us and answered every question, no matter how small. Thank you Sarah!”
“Sarah’s coaching reminded me to ride the lows and stay emotionally strong—what a difference it made in how I lead my own team. I show up better, more grounded, and more effective. That mindset shift changed everything. Thank you!”
“I want to thank you personally for your coaching. MetaphoricallyLight bulbs went off! 🙌🏽 And I am so grateful. The transformation is real if one allows. Grateful for the small steps in this journey!!”
“I’ve worked with other advisors before, but Sarah was the first to actually listen. For the first time, I felt like my goals, values, and vision mattered—and my financial plan finally reflects that.”
“Sarah helped me connect the dots between what I was earning and what I actually wanted from life. I now feel aligned, empowered, and in control of my money like never before.”
“Working with Sarah is like having a financial strategist and a life coach in one. She brings clarity to numbers and heart to the process. This has changed everything for me.”
Ready to feel empowered and aligned with your wealth?
Build Wealth With Soul
Financial empowerment rooted in purpose, clarity and alignment
I believe building wealth isn’t just about managing money. It’s about stewarding your energy, making values-based decisions, and creating a legacy that reflects who you truly are.
When we work together, you won’t get a one-size-fits-all financial plan. You’ll get a personalized, collaborative experience—designed around your unique goals, your life, and the impact you want to make.
Wealth Management – Quility Financial Advisors
What Working Together Looks Like
Step 1: Discovery Call
We start with a conversation—not a consultation. I want to hear your story, your questions, and your goals so we can see if we’re a good fit.
Step 2: Vision + Strategy Session
We’ll explore where you are, where you want to go, and what’s getting in the way—financially, emotionally, or energetically. This is where clarity begins.
Step 3: Customized Wealth Plan
Based on your values, income, and legacy vision, I’ll craft a financial strategy that aligns with both your life and your lifestyle.
Step 4: Ongoing Guidance + Soulful Support
We walk the path together. You’ll always have someone in your corner—offering smart financial guidance, honest conversations, and a safe space to grow.
Where to Next?
If you’re ready to gain clarity, build aligned wealth, and feel grounded in your financial life…