Sara Joy-Boyd

10/05/2026

Our research shows that becoming a millionaire is no mystery—it’s about building one good financial habit at a time. Get the details in our article in Uptown Magazine and let’s talk about which habits could work for you.

UPTOWN Vineyard 2026 celebrates the people, culture, style and experiences that make Martha’s Vineyard such an iconic destination for Black excellence. From compelling personalities and powerful conve

10/05/2026

Your grandkids may be one of your biggest financial priorities—but they shouldn't jeopardize your own well-being. Here are smart ways to help build their future while protecting yours.

Grandparents spend thousands per year on grandkids. Here’s how to manage the costs.

10/05/2026

I can help with a whole life insurance quote tailored to you—and show you how a policy can fit into your bigger financial picture.

Whole life insurance quotes depend on things like your age, health, and amount of coverage. But here are some examples of how much whole life insurance costs.

10/05/2026

I’m taking time to recognize the many ways people experience work and reaffirm our commitment to accessibility, inclusion, and opportunity for all.

10/05/2026

A little more certainty in your financial plan can go a long way. Whole life insurance can help add protection for today and confidence for the future.

10/05/2026

Let’s clear away the noise and make room for a financial plan built around you.

10/05/2026

Financial planning covers a lot, but it comes down to your goals and your peace of mind. I can help you build around what matters most. This Financial Planning Month, let’s get started.

10/05/2026

Helping your kids with college is a priority—but so is your own retirement. I can help you build a plan that balances both. Reach out and let’s talk through your options.

How to prioritize retirement, college savings, and debt paydown without shortchanging your future.

10/05/2026

A mortgage. Kids. A business. A future you've built together. Protecting shared goals is one reason some couples and business partners consider joint life insurance. I can show you when it could make sense and how it compares with individual coverage.

Joint life insurance is one policy that covers two people. It can be a good option for couples and business partners.

10/05/2026

72% of Americans say couples should discuss finances before marriage or moving in together. Ready to build shared financial goals? Schedule a conversation with me today.

What financial compatibility really means—and how to talk about it.