Sara Provines

Goals-Based Wealth Management Specialist

Sara Provines is a dedicated financial planning specialist who believes in the power of goals-based investing to transform lives. At Kingsview, she combines her passion for understanding client aspirations with our cutting-edge risk mitigation strategies to create truly personalized financial plans.

Professional Background:

Sara’s journey in finance is built on a foundation of empathy and analytical rigor. Before joining Kingsview, she honed her skills as a Financial Planning Specialist, where she developed a keen ability to align investment strategies with individual client goals. Her experience as Director of Advisory Services further deepened her understanding of the intricate relationship between personal objectives and market dynamics.

Education and Expertise:

Associates Degree in General Studies and Psychology from Indiana University Fort Wayne

– Investment Adviser Representative
– Certified in life and health insurance
– Specialist in goals-based financial planning and volume factor analysis

Sara’s Approach:

“In the world of investing, one size does not fit all. My mission is to understand not just your financial status, but your aspirations, fears, and dreams. By integrating Volume Factor’s innovative strategies with your personal goals, we create a roadmap that’s uniquely yours. Whether you’re planning for retirement, saving for a child’s education, or looking to leave a legacy, I’m here to ensure your investments are working towards your specific objectives.”

Why Goals-Based Investing with Sara:

– Personalized Strategy: Sara tailors each investment plan to your individual goals and risk tolerance.
– Goals-Based Integration: Sara leverages our risk-conscious tactical investment strategies to
optimize your financial plan to your objectives.
– Holistic Planning: Sara considers all aspects of your financial life, ensuring a comprehensive
approach to wealth management.
– Ongoing Guidance: As your goals evolve, Sara adjusts your strategy to keep you on track towards
your dreams.

When not crafting personalized financial strategies, Sara enjoys exploring the great outdoors, particularly in Northern Michigan. Her love for adventure – whether snowmobiling in winter or fishing in summer – mirrors her approach to financial planning: embracing new challenges with enthusiasm and careful preparation.