)%20(12).png)
Welcome to
Sage Financial
Advice-Only financial planning that helps you know, feel and do better with your money.
sage financial
sage financial sd
sage financial planning
financial planning
financial planner
financial advisor
create a financial plan
shannon fleener
financial advisor san diego
financial planner north park
At Sage Financial, we believe that everyone deserves the opportunity to achieve financial wellness and freedom. ​​
​
We understand that navigating your financial journey can feel overwhelming. Our mission is to provide a safe, supportive space where you can discuss your financial aspirations openly. With transparent, values-based financial planning, we help you build a future that aligns with your dreams and personal values.
sage financial
sage financial sd
sage financial planning
financial planning
financial planner
financial advisor
create a financial plan
Empower Your Financial Future
​Founded by Shannon Fleener, CFP®, a first-generation wealth builder, Sage Financial provides equitable pricing and a planning process that leaves you feeling empowered to achieve your life goals and calm and confident about your financial decisions ongoing. We help you put your ethos where your money is with banking, socially responsible investing, charitable giving plans, and much more.
Ethical financial planning is a key building block to designing the life of your dreams, and we look forward to working alongside you to get you there.
sage financial
sage financial sd
sage financial planning
financial planning
financial planner
financial advisor
create a financial plan
Your Partner in Ethical Wealth Building
Our Communities
Sage Financial is a proud member of:
