Sara "Rosie" R. Franklin,
Financial Services Professional
Serving Charlotte, NC and Surrounding Areas Since 1997
It's more important today than ever before to have the right financial professional by your side that will work with you to design a strategy around you, your family and your goals. By getting to truly know who you are and understanding your financial needs, we will develop an effective, targeted strategy that’s right for you, and nobody else. One that’s backed by the resources, reputation and financial strength of New York Life and built on my personalized service, experience and expertise. We are committed to making you feel confident about a secure financial future. Let us help you get started.
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Articles
Having control over your day-to-day finances
Money is personal, and emotional, but it doesn’t have to be scary. Understanding how your day-to-day finances and your emotions are connected can help you take more control of your financial situation.
Easy steps for starting a "surprise" fund
Surprises happen, and they can get very expensive. Whether you have a "surprise fund" already or not, these easy steps can help you feel secure and prepared for any future surprise expenses.
Budgeting for a non-budgeter
Budgeting doesn’t have to be a scary word. Take the fear out of budgeting with these simple tips, tricks, and ideas to help even a beginning budgeter get started.
Should you combine your finances after getting married
Whether or not to tie your finances together after you’ve tied the knot is a big question for all newly married couples. Here’s what you need to consider before making the decision.
5 things to do after divorce to help build financial freedom
Divorce is a reality that half of married couples will face in their lifetime—it’s an emotionally challenging time for most, but bringing a thoughtful approach to your finances throughout the process can ensure that you come out on the other side prepared for your new life.