Coordinated Lifetime Strategies

 

Sarah Lane

Sarah is an owner of CLS Financial, Inc. and works as a financial advisor for the firm. In addition to her financial planning and investment management expertise, she earned her CPA license in 2006 and the Personal Financial Specialist (PFS) credential in 2017. Additionally, through her work at CLS Financial, Sarah was recognized in 2018 by the American Institute of Certified Public Accountants (AICPA) with the Standing Ovation award for young planners’ contributions to the field of Financial Planning. Sarah graduated magna cum laude from the University of Oregon in Accounting and earned a Master’s degree in Higher Education and Student Affairs from the University of Connecticut.

Sarah is a believer in the power of finding financial freedom through informed, strategic choices. Managing and growing money is so much more than creating a budget or investing; it involves incorporating personal values, life goals, financial behaviors, and big picture strategies to achieve confidence and peace of mind. Sarah thrives on melding all of these elements together with her technical expertise by partnering with clients to feel empowered in their financial life choices.

One a personal note, Sarah is a native Oregonian from Bend who loves to travel and learn new things. She enjoys studying Mandarin, rock climbing, practicing piano, and playing strategy board games - but she often jokes with friends and family that her favorite hobby of all is budgeting.

 

 


 

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