About Sarah Williams

Firm

Selkirk Wealth Advisors, LLC

Bio

Managing wealth is about more than just numbers; it’s about having the freedom to enjoy the life you’ve built here in the Inland Northwest. As a CFP® professional with over 10 years of experience in financial service, I believe the most effective strategies start with empathetic listening. By truly understanding your "why," I help you move from financial complexity to a clear, actionable path forward.

I specialize in partnering with mid-career professionals and pre-retirees (typically with $750,000+ in investable assets) who need a partner to help navigate the "big" questions.

How I Help My Clients:

• Employer Benefit Optimization: Making sense of RSUs, stock options, and 401(k) strategies.

• Retirement Guardrails: Creating a sustainable income plan and timing Social Security for maximum impact.

• Life Transitions: Providing a steady hand and compassionate advice during career shifts or the loss of a spouse.

• Investment Management: Building portfolios that align with your specific quality-of-life goals.

Since relocating from Atlanta in 2014, my husband Casey and I have loved raising our two teenage sons here in Spokane. In my personal time, I enjoy long walks with our rescue dog Hugo, reading and knitting. I currently serve on the board of the Spokane Chapter of the Financial Planning Association.

Education & Designations

• Bachelor of Arts from Georgia Southern University

• CERTIFIED FINANCIAL PLANNER®