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 women preparing for or living in retirement—especially those adjusting to new realities such as becoming suddenly single—as well as families who want to enjoy a rich life today while planning meaningful legacies for tomorrow. 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, goal-based planning, and socially responsible investing. 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.