Clarity today. Confidence tomorrow.
Financial guidance for women at every stage of life, with wealth advisor Sabrina Proano, MBA.
Your money. Your decisions.
Many women handle part of the family finances and leave the rest to someone else. That works until life changes. A marriage ends, a spouse passes away or a career takes a turn, and suddenly every decision is yours.
Sabrina helps women understand what they have, protect it and make decisions with confidence. Some come to her because life just changed. Others simply want to be ready.
Wherever you are today
On your own
Every financial decision is yours to make. You want a plan that fits your life and someone to check your thinking.
Married, and want the full picture
You want to know where the accounts are, how the investments work and what you would do if you had to take over tomorrow.
Going through a divorce
Dividing assets, a new budget and new accounts often arrive all at once. You want to come out the other side on solid ground.
After the loss of a spouse
Paperwork and decisions show up when you least want them. You want time, and a steady hand to sort out what matters first.
I know what it’s like to feel lost with money. When I started in this business I carried a dictionary, because I couldn’t remember how to spell “mortgage.”
Why Sabrina does this work
Sabrina Proano has been a wealth advisor since 2003 and is a founding partner of Clear Blue Wealth. She did not grow up around money, and when she started in this business the vocabulary was new to her.
She has been through divorce herself, and today she runs her practice while raising two daughters. She knows how much there is to carry and how hard it can be to ask the first question. With Sabrina, no question is too basic.
A clear path forward
When life changes suddenly, the order you do things in matters. Sabrina walks with you through each stage.
- First 3 months
Stabilize
Secure access to your accounts, review the income coming in and keep essential bills paid. Hold off on decisions that cannot be undone.
- 3 to 6 months
Plan
Take a full inventory of accounts, insurance, debts and assets. Update beneficiaries and review your emergency savings and coverage before any investment decisions.
- 6 to 12 months
Build
Put long-term strategies in place for income, housing and investments, at a pace that fits you.
Two free guides
Sabrina wrote these with help from women who have been through it. Tell us where to reach you and both are yours to download right away.
The Ultimate Financial Protection Guide for Widows & Recently Divorced Women
Eight steps, from the first 30 days to a full year out.
Financial Pitfalls to Avoid After Life Transitions
The common mistakes with debt, large purchases, investments and gifts, and how to steer clear of them.
Learn together
Sabrina hosts educational webinars open to all women, and small gatherings close to home for clients and their guests. The most recent was Pastries & Pedicures in October.
An educational webinar for women
Topic and date to be announced. Join the waiting list and you will be the first to know.
Join the waiting list
Questions women ask
I have never handled the finances. Where do I start?
Start with a list. Write down every account, insurance policy, debt and asset you know of, and do not worry if it has gaps. Sabrina will help you fill them in. Once you can see everything in one place, the decisions get much less intimidating.
My spouse just passed away, or my divorce was just finalized. What should I do first?
Slow down. In the first 30 days, focus on getting access to your accounts, knowing what income is coming in and keeping essential bills paid. Avoid any financial decision you cannot reverse.
How soon should I make big decisions, like selling the house or investing a settlement?
Later than most people expect. A good rule is to stabilize for the first three months, plan from three to six, and make long-term moves between six and twelve months. Decisions made in the middle of grief or stress are the hardest to undo.
I am married and things are fine. Is this for me?
Yes. The best time to learn where everything is and how it works is before you need to. Sabrina’s webinars are open to all women for exactly that reason.
What happens in a first conversation with Sabrina?
Mostly, she listens. You talk about where you are and what is on your mind, and she asks questions to understand your whole picture. You do not need to bring anything or have your paperwork in order.
Do I have to live near your office?
No. Our office is in Alpharetta and Sabrina meets with women across North Georgia. She also works with clients in other states by phone and video.
Are your events only for clients?
The educational webinars are open to any woman who wants to attend. Our in-person gatherings are small, so they are offered first to clients and their guests. Join the waiting list above and we will let you know what is coming.
Start with a conversation
Sit down and talk with Sabrina. She will listen first, then help you see your next step.
Or call 678-909-1516 or email sabrina@clearbluewealth.com.
