About Us

Focus

Polaris Financial Planning recognizes that women should be integrally and actively involved in the financial planning process. Polaris was based on the desire to give women the financial independence they deserve. We combine our education and experience to customize a financial strategy that works for you, and just as importantly, that you understand.

Whom do we help? We help women in need of a solid financial plan for either themselves or their family. Most women do not. Many may have assets listed in 4 separate accounts – but few will have a solid strategy. Every woman needs a financial plan.

Independence

Polaris Financial Planning is an independent financial planning practice, meaning that we are not affiliated with any specific mutual fund company or insurance provider. We will look at your particular situation and needs, and assess products from many different companies to determine what products are going to work best for you.

Professional Collaboration

At Polaris Planning, we realize there is a wealth of expertise that exists in the market. As often as possible, we seek out those experts to come up with the best possible plan for our clients. We work closely with other CPAs, divorce attorneys, estate attorneys and financial planners with specific expertise. We are happy to work with your current professionals as well.

Planners

Suzanne Dalebout

Suzanne's eduction is originally in law, completing two law degrees in the United Kingdom prior to moving to the United States. Opting not to practice law in the U.S., Suzanne pursued a career in the financial services industry. Today Suzanne is the chief planner for Polaris Financial Planning and has appeared at financial planning seminars for women, as well as being published frequently in women’s magazines.

Natalie Lewis

Natalie is a Certified Financial Planner (tm) and has been practicing financial planning since 1987. Natalie has a powerful reputation of "tailor-making" plans to suit each individual's needs. She realizes the unique concerns - and sometimes fears - that women are presented with in regards to financial planning. Natalie's greatest satisfaction comes from helping a client achieve her financial goals while establishing a lasting realtionship and gaining a friend.

Sammons Securities

Polaris Planning offer securities through Sammons Securities Company, LLC, an independent, privately-owned, full-service broker/dealer that offers a comprehensive financial services platform with an individualized focus on financial professionals. Through a broad array of products, services and technology, Sammons Securities gives their registered representatives the flexibility to choose the right tools that will work for them and their clients. Sammons Securities is a member of FINRA & SIPC.

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