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Portrait of Sarah Lee, Licensed Financial Planner

Sarah Lee

Licensed Financial Planner

Personalized Financial Planning Built on Trust & Clarity.

Hello! I'm Sarah, and I help individuals and young families navigate their personal finances with clarity and peace of mind.

When I first started in financial planning, I noticed how overwhelming and transactional the process often felt. Money is deeply personalβ€”it's attached to our families, our long-term security, and the life we hope to build. My approach is grounded in open conversations, patient listening, and simple, step-by-step guidance without any high-pressure jargon.

Whether you're planning your first home, looking to protect your loved ones, or simply trying to make sense of your options, I'm here to walk alongside you at your own pace.

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What Clients Say

Clear, stress-free guidance

I was always intimidated by financial planning, but working with Sarah felt completely different. She took the time to explain everything clearly and never rushed me into decisions. I finally feel in control of my savings and insurance.
β€” Serena T., Marketing Executive

Thoughtful and trustworthy

Sarah listened carefully to what our family actually needed rather than pushing pre-packaged solutions. Her earnest and genuine approach gave us total confidence that our best interests were at heart.
β€” David & Min, First-Time Homeowners

Patient and supportive

What I appreciate most about Sarah is her patience. She answered all my endless questions with so much grace and helped me set up a realistic plan for my future without making me feel overwhelmed.
β€” Rachel K., Software Engineer

Savings Tips & Insights

Practical, jargon-free notes on building better money habits.

Savings Habits

The 50/30/20 Rule, Adapted for Singapore Salaries

12 Jan 26 Β· 4 min read

Most budgeting templates ignore CPF. Here is how I help clients split their take-home pay so saving happens automatically instead of at the end of the month.

  • Work off take-home pay after CPF, not gross salary
  • Automate a standing instruction on payday, not payday+20
  • Keep 3–6 months of expenses in a separate high-yield account
Emergency Funds

Five Small Money Leaks That Quietly Cost You $3,000 a Year

27 Feb 26 Β· 3 min read

Nobody gets wealthy by skipping coffee β€” but unreviewed recurring costs really do add up. These are the five leaks I see most often in a first financial review.

  • Overlapping insurance riders you no longer need
  • Idle cash sitting in a 0.05% savings account
  • Auto-renewing subscriptions and unused memberships

Schedule a Complimentary Chat

No obligations β€” just an honest conversation about where you are today.