Sara Zuckerman CFP®


Reset Financial Planning LLC

301 Remington Street
Fort Collins CO 80524
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(970) 232-3171

About My Firm — Reset Financial Planning
Reset Financial Planning is a flat-fee fiduciary firm serving clients in Northern Colorado and nationwide. We help individuals and couples navigate major financial transitions — retirement, inheritance, divorce, and other significant life changes — with clarity, confidence, and calm.

Our services include ongoing comprehensive financial planning, investment management, tax-efficient retirement income strategies, estate and risk planning, and ongoing decision support. We charge a transparent annual flat fee based on complexity, typically $10,000–$15,000. Limited project engagements begin at $3,600.

Clients choose Reset Financial Planning for clear pricing, thoughtful tax-smart planning, and a boutique, relationship-focused experience grounded in trust and transparency.

About Me — Sara Zuckerman, CFP®, CDFA®
I’m a CERTIFIED FINANCIAL PLANNER™ professional who specializes in guiding clients through meaningful financial transitions with steady, organized support. My approach is warm, clear, and centered on helping clients feel confident and well-prepared as they move into their next chapter.

My professional background includes roles at Goldman Sachs, Fidelity, and Vanguard, as well as serving as a Faculty Associate in Arizona State University’s financial planning program. I hold an MBA from New York University and a bachelor’s degree in finance, along with advanced training in comprehensive financial planning and divorce financial analysis.

I work best with clients who value partnership, transparency, and a long-term relationship with a planner who truly understands their full financial picture.