Sally Boyle, CFP®, CDFA®
Your retirement meticulously curated. Your legacy beautifully crafted.
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Serving Clients Nationwide
Your retirement meticulously curated. Your legacy beautifully crafted.
Areas of Focus
- Divorce Financial Planning
- Financial Life Planning
- Investment Management
- Loss of Spouse or Partner
- Retirement Planning
- Taxes
About Sally Boyle, CFP®, CDFA®
Hi, I'm Sally Boyle. I began my career as a financial advisor at age 29 in 1983, specializing in estate planning for affluent private business owners. Very early on, I learned that clients don't just want numbers; they want to understand the "why’s" of their finances. This commitment to deep understanding drove me to advance my capabilities through certifications earned at the American College.A Focus on Family & Community
In 1994, with three young sons under the age of seven, I made the decision to step away from the corporate world to become a full-time mother. For the next decade, my life revolved around my family and community. I concentrated on my sons' academic and athletic interests and dedicated my time to various community initiatives.
My Personal Catalyst
In 2000, I faced a profoundly painful divorce. This personal crisis made re-entering the workforce a financial necessity. In 2004, I returned to the financial services industry, offering my expertise primarily through comprehensive planning services. My own experience navigating the complexities of divorce fueled my drive to earn my designations as a Certified Financial Planner (CFP®) and a Certified Divorce Financial Analyst (CDFA®).
Guiding Through All Major Life Transitions
My experience with divorce taught me that managing a major financial event is rarely just about the money. It requires addressing the emotional and logistical components of a massive identity shift. This deep understanding allows me to guide clients not only through separation but also through other significant life changes, such as retirement, widowhood, or selling a business. I recognize that all these transitions involve the stress of defining a new financial future and a new self, and I use a holistic approach to ensure the path forward is clear and supported.
Professional Designations
- Certified Divorce Financial Analyst (CDFA)
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
- Fee Only Network
- XY Planning Network
Primary Location
45 Lyme Road, Suite 204A, Hanover, NH 03755
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a complimentary 15-minute introductory call with me. We'll discuss your unique situation and how we can achieve your next steps, whether you are facing divorce, retirement, or another major transition. I look forward to speaking with you.Offers Investment Management
Yes
About SJ Boyle Wealth Planning
Are you 50+? Have you saved $1,000,000 or more for retirement?At SJ Boyle Wealth Planning, we help you write your own Smart Plan.
A Smart Plan is your ongoing work in progress to get you where you want to go financially. We want to be your partner to make the job easier and more efficient. We will help develop your Smart Plan, coordinate it with your investments, and assure that it stays on track.
Tax-Efficient Income
Turn your savings into steady, reliable income while keeping more of it in your pocket. From planning smart withdrawal strategies to coordinating Social Security, pensions, and investment accounts, we look for ways to reduce unnecessary taxes and stretch your retirement dollars further.
Optimized Investments
Your portfolio should support your goals, not add confusion. We build and manage an investment strategy that matches your timeline, comfort level, and retirement needs. With thoughtful diversification, ongoing monitoring, and tax-aware adjustments, we keep your money working efficiently for you.
Legacy Assured
We help you create a clear plan for what happens to your wealth when you’re gone. From organizing accounts to coordinating with your estate attorney, we make sure your wishes are documented, your loved ones are protected, and your legacy is passed on with as little stress and tax burden as possible.
Education
West Virginia University, B.S., Business Administration, Accounting Minor
Hobbies and Interests
- Family
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Divorce
- Dual Income Family
- Gen X
- Living in Retirement
- Widow
- Women in Transition
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