Sarah Coffey


Financial Advisor

State(s) Licensed:   AZ, CA Insurance Lic. #4323727, FL, IA, MN, MO, TX, WI

Phone 952-234-7337

9220 Bass Lake Road, Suite 385
New Hope, MN 55428

Sarah Coffey

State(s) Licensed:   AZ, CA Insurance Lic. #4323727, FL, IA, MN, MO, TX, WI

A personalized financial strategy based on your values.

Getting your finances in order isn’t always easy. That’s why I’m here. Together, we can assess your financial picture and personalize your strategy to help you:

  • Protect your future.
  • Save and prepare for income in retirement.
  • Pay for college or education expenses.
  • Invest and manage your assets.
  • Give to causes that matter to you.

Financial Advice that Aligns.

I recognize the positive benefits of behavioral finance and emotional competence in helping clients make better decisions with, and about, money in the presence of competing priorities and emotions that are sometimes difficult to deal with. Because of this, I have differentiated myself by obtaining the Behavioral Financial Advisor (BFA) designation.

I distinguish myself by doing more than just managing money, but by adding holistic value to you by helping you make rational, values-based decisions with your money.

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New Hope Office



M – F: 9 a.m. – 5 p.m.