Sara Joy-Boyd

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Sara Joy-Boyd I'm committed to helping you make the most of your money so you can confidently do more and worry less.

When you partner with me, you can expect an environment that's free from judgment or pressure and deeper conversations with no jargon.

Saving for your child’s education can feel overwhelming—but you don’t have to figure it out alone. A 529 plan can be a h...
10/30/2026

Saving for your child’s education can feel overwhelming—but you don’t have to figure it out alone. A 529 plan can be a helpful tool, and I can help you decide how it fits into your broader financial plan.

How much should you put in a 529 account to help save for college? Read these tips to make sure you’re on track.

Many of my clients are surprised to learn their employer’s disability plan may not protect enough of their income. Let’s...
10/30/2026

Many of my clients are surprised to learn their employer’s disability plan may not protect enough of their income. Let’s review your coverage and make sure your income and goals are protected. Reach out to schedule a conversation.

Employer-provided disability coverage may not protect as much income as you think. Here’s what high earners need to know.

Interviewing for a financial advisor career? Preparation makes all the difference. Research the role, practice your answ...
10/29/2026

Interviewing for a financial advisor career? Preparation makes all the difference. Research the role, practice your answers, and reflect on what you want in a career. Connect with a recruiter to learn more and explore whether the role is the right fit for you. http://spr.ly/6183BGsYyS

The financial strategies I use are backed by nearly 170 years of strength and stability. I want to help you get on the r...
10/29/2026

The financial strategies I use are backed by nearly 170 years of strength and stability. I want to help you get on the right track, so reach out to me today.

Here’s what to expect during your first 90 days as a financial representative—and why the experience varies by office or...
10/27/2026

Here’s what to expect during your first 90 days as a financial representative—and why the experience varies by office or team. Get in touch if you’d like to talk about what starting this career could look like for you.

From licensing and training to mentorship and coaching, here’s what to expect during your first 90 days as a financial representative.

Plot twist: the future doesn’t have to be a Halloween horror movie. I can help you feel more confident about what comes ...
10/27/2026

Plot twist: the future doesn’t have to be a Halloween horror movie. I can help you feel more confident about what comes next, all while staying focused on the big picture. Let’s meet.

10/27/2026

Consider this a sign to get proactive about your finances. I’m here to help you face the future with a clear plan that actually helps you achieve your goals. Let’s chat.

Thrilled and proud to announce Northwestern Mutual’s 2027 expected dividend payout, but even prouder to share what’s beh...
10/27/2026

Thrilled and proud to announce Northwestern Mutual’s 2027 expected dividend payout, but even prouder to share what’s behind it: our commitment to policyowners and delivering value over the long term. It’s the value Northwestern Mutual was built for and designed to share. See what powers our dividend payout: http://spr.ly/6185BHcvzL

You spent years building toward retirement. Now’s a good time to make sure your money continues supporting the lifestyle...
10/26/2026

You spent years building toward retirement. Now’s a good time to make sure your money continues supporting the lifestyle and goals you’ve worked hard to achieve. Review your plan before year-end to provide the clarity and confidence to move into next year with stability and peace of mind.
http://spr.ly/6185BGLZi5

A bonus gives you choices: spend some, save some, have a little fun, pay down debt, or invest for the future. If you’re ...
10/26/2026

A bonus gives you choices: spend some, save some, have a little fun, pay down debt, or invest for the future. If you’re not sure how to prioritize, let’s talk through the benefits of each option.
http://spr.ly/6183BGstwU

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8405 Greensboro Drive, Suite 230
McLean, VA
22102

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