Sandee Mapp

My journey into financial advising was deeply personal, inspired by the positive impact a good advisor had on my own life. After years of success in financial services and consulting, unexpected layoffs prompted reflection on life's uncertainties. Witnessing friends face early retirement or career shifts underscored the importance of proactive financial planning. This motivated me to pivot into advising, focusing on helping others gain clarity, confidence, and security—especially during life’s transitions. Driven by a passion to empower individuals, particularly women and underserved communities, I aimed to build a career blending education, strategy, and empathy. Over the past 11 years, I’ve been privileged to guide clients in building wealth intentionally and sustainably, so they can navigate change with peace of mind.

I take a holistic, human-first approach to financial advising. Beyond the numbers, I help clients explore their relationship with money—how they think about it, what may hold them back, and what genuinely motivates them. This clarity forms the foundation for more intentional, sustainable wealth strategies. My goal is to empower clients to take control, not just give them advice.

I serve individuals nearing or already in retirement, helping them plan and manage this crucial transition effectively. I also support those working toward retirement, guiding them to achieve their goals with confidence. My diverse clientele includes professionals, entrepreneurs, and families seeking long-term financial security, with a special focus on women navigating financial independence and leadership roles. Whether clients are just beginning to invest or transitioning into retirement, my goal is to offer guidance rooted in financial wellness, beyond just performance metrics.

I love witnessing those “aha” moments—when clients gain confidence, see tangible progress, or realize that their version of success is within reach. Partnering through transitions and supporting clients in becoming empowered decision-makers is incredibly rewarding.

My expertise encompasses personal financial literacy, holistic financial planning with an emphasis on life event management, financial resilience, and long-term wealth building. I combine strategic advice with empathy, guiding clients through significant, often emotionally charged, life changes. A particular focus is understanding the psychology of money—how beliefs and emotions influence financial decisions—and I incorporate this perspective into every client conversation.

Working with Savvy energizes me because it aligns perfectly with my values. I appreciate how Savvy supports advisors in bringing their full selves to the work—combining technical expertise with empathy and coaching. The technology team’s commitment to continuous improvement has resulted in tools that boost efficiency, allowing me to dedicate more time to meaningful client interactions and build stronger relationships instead of getting caught up in operations.

I assist clients in creating customized, values-driven strategies for spending, saving, investing, and achieving their life goals. This includes cash flow management, debt reduction, portfolio design, and retirement planning—always aligned with personal priorities and well-being.