Beyond the Portfolio | A Conversation with Sarah Baker, CFP

About this episode

Julia Healey interviews Sarah Baker about integrating philanthropy into financial planning.

Beyond the Portfolio | A Conversation with Sarah Baker, CFP 🎧 About the Episode: In this episode, host Julia Healey sits down with Sarah Baker, CFP®, Senior Financial Planner at Mason Investment Advisory Services, to explore how philanthropy becomes transformational when it’s fully integrated into financial planning. Sarah shares how her early exposure to service shaped her belief that wealth should align with values—and why she regularly asks clients, “Why do you have more than you need?” To...

People in this episode

Host: Julia Healey

Guest: Sarah Baker

Topics covered

• philanthropy
• financial planning
• wealth alignment
• service
• transformational giving

Keywords

• philanthropy
• financial planning
• wealth
• values
• service

Mentioned in this episode

Organizations: Mason Investment Advisory Services

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