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Polaris Financial Planning recognizes that women should be integrally and actively involved in the financial planning process. Our team of professionals will go through the financial planning process with you one on one; side by side. We combine our education and experience to help ensure that your specific needs are met, and your individual goals are reached.




Strategic planning is the process of defining a strategy, or direction, then making decisions for the resources needed to get there. This is exactly what we will do together – discuss all things you want in your future – and then determine the best way to get there. For many people, the final destination in your future is more colorful and complex than a bottom line number.




Whether you talk to us or another financial professional, every person should get a basic understanding of their financial future. Polaris Financial Planning does offer free basic consultations for women that have questions about financial planning. For more information about setting an appointment with a Polaris Planner, please *click here*.

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1828 Fort Union Blvd. Salt Lake City, UT 84121 Phone: 801-676-1017

Securities offered through Sammons Securities Company, LLC A registered broker/dealer.
Fee-based Investment advisory services offered through SPC, a registered investment advisor.
Member FINRA & SIPC.