Sage Hills Financial

Sage Hills Financial Sage Hills Financial is a financial planning practice based in Wenatchee Washington.

We focus on individuals who want a financial plan to guide them through retirement.

Here are a few recommendations for you as you contemplate your summer reading, both for your own list and perhaps for so...
06/17/2026

Here are a few recommendations for you as you contemplate your summer reading, both for your own list and perhaps for someone you know.

The Treasury Department in January said more than a million people have signed up for Trump accounts. Are you eligible?
06/10/2026

The Treasury Department in January said more than a million people have signed up for Trump accounts. Are you eligible?

Last night, Sage Hills Financial was honored to receive the Wenatchee World, World's Best Award in the Financial Advisor...
06/04/2026

Last night, Sage Hills Financial was honored to receive the Wenatchee World, World's Best Award in the Financial Advisory category.

I am truly grateful to my clients, friends, and family who took the time to vote and support Sage Hills Financial. Receiving this recognition from our local community means a great deal to me.

Thank you for the trust you've placed in me over the years and for allowing me to help you pursue your financial goals. Your support, referrals, and confidence in our work have made this possible.

My heart is full, and I am sincerely thankful for this honor. Thank you!

06/03/2026

🄾If you're spending time outdoors, discovering new places, or simply stepping away from the everyday routine, making time for activities is an awesome way to get energized.

āœŒļøHere's to a season of balance, adventure, and well-deserved moments of joy.

šŸ“ø What are your favorite summer activities? āœˆļø Comment below!

A rare wildlife moment is drawing attention in Chicago.Two bald eagle hatchlings were recently spotted in a nest at Park...
05/28/2026

A rare wildlife moment is drawing attention in Chicago.

Two bald eagle hatchlings were recently spotted in a nest at Park 597 along the Calumet River on the city’s Southeast Side. Officials believe this may be Chicago’s first successful wild bald eagle breeding in more than a century.

The discovery is especially meaningful given the bald eagle’s long recovery story. Habitat loss and insecticide contamination once caused the species’ population to decline sharply, but conservation efforts helped support its comeback over the past several decades.

Park 597 has also gone through its own transformation. The site was previously home to a city water treatment plant, but restoration work improved the natural habitat.

Now, the appearance of two eaglets offers a hopeful reminder of how restored green spaces can support wildlife, even in the middle of a major city.


Source:

Two bald eagle hatchlings have been spotted in a Chicago park in what experts believe is a first for the Windy City in more than a century.

If you or someone in your family is still in school—or heading back in the fall—now is the time to make sure your FAFSA ...
05/14/2026

If you or someone in your family is still in school—or heading back in the fall—now is the time to make sure your FAFSA form is in.

A few things worth knowing:
ā° The federal deadline is June 30. State and school deadlines are often earlier.
ā° Many types of aid are first-come, first-served. Waiting could cost money.
ā° You can make corrections after submission, but the form needs to be in first.

Don't let a deadline get in the way of money that's already available to you.

I am excited to let people know that Sage Hills Financial has been nominated for The Wenatchee World "World's Best" Fina...
04/16/2026

I am excited to let people know that Sage Hills Financial has been nominated for The Wenatchee World "World's Best" Financial Advisory firm. Take a moment and vote for us.

Thank you for your support and the opportunity to serve so many great people!!!

You can vote via Phone by texting 229 to (509) 210-2317

https://www.wenatcheeworld.com/contests/worldsbest/?fbclid=IwY2xjawROLBVleHRuA2FlbQIxMQBicmlkETFFck8wdnVDQkJuc1pzVmlFc3J0YwZhcHBfaWQQMjIyMDM5MTc4ODIwMDg5MgABHpLUhDVL6jb40x42Jrg3T8YrzbKEwe1yFzMFXpiegdsyalAi7TCYyoh4ZhHU_aem_3UO6W_FOyWI70dppWZ6O5Q #/gallery?group=536330

Join Us for the 16th annual World's Best!The Wenatchee World is excited to bring you the 16th annual World’s Best, where your voice matters! - Nomination Round: March 13 at 11 AM – March 23 at 11:59 PM - Voting Round: April 16 at 11 AM – April 26 at 11:59 PM Nominate your favorites during the ...

Spring isn't just for deep cleaning your home—it's also a chance to clear out the financial clutter that built up over t...
04/15/2026

Spring isn't just for deep cleaning your home—it's also a chance to clear out the financial clutter that built up over the winter.

Now's a great time to check in on your spending, review automatic payments, organize important documents, and take one small step toward a bigger goal. It doesn't have to be all at once—just one thing at a time.

Need help figuring out where to start? Reach out—I'm happy to help.


šŸ”— Sources
CNBC, April 2025
Kiplinger, March 2024
American Express, March 2024

04/01/2026

Address

23 S Wenatchee Avenue, Ste 113
Wenatchee, WA
98801

Opening Hours

Monday 10am - 5am
Tuesday 10am - 5pm
Wednesday 10am - 5am
Thursday 10am - 5pm
Friday 10am - 5pm

Telephone

+15098881556

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