Sarah Schut, CFP^®, RICP^®, Chartered SRI Counselor^™

Sarah Schut is a financial planner who helps clients navigate life’s transitions with clarity, confidence, and care. She works closely with families and individuals preparing for or living in retirement; especially those adjusting to new realities such as becoming suddenly single. Sarah also partners with nonprofits seeking to align their investments with their missions and make a lasting impact.

At the heart of her work is a simple belief: when you understand your money, you feel more secure, more empowered, and more free to live a life aligned with your values.

Sarah brings a thoughtful, planning-first approach to her practice, with a particular focus on household cash flow, investment analysis, and tax planning. She is passionate about making financial conversations accessible, honest, and purposeful.

She holds the CFP® (CERTIFIED FINANCIAL PLANNER™), RICP® (Retirement Income Certified Professional®), and CSRIC® (Chartered SRI Counselor™) designations, as well as a Graduate Certificate in Family Financial Planning from Iowa State University. She also holds a Master’s degree in English from Washington College, which shapes her ability to listen deeply and communicate clearly.

Sarah founded Envision Wealth Planning to serve individuals, families, and mission-driven organizations who want to turn financial clarity into meaningful action.