Sarah-Catherine Gutierrez

Sarah-Catherine Gutierrez, founder of Aptus Financial, shares her successful approach to building a flat-fee, advice-only firm. Topics include sustainable marketing systems, transparent fee structure, efficient onboarding process, tailored cashflow strategies, and unique marketing approach.

In this engaging discussion, Sarah Catherine Gutierrez, CEO of Aptus Financial, shares her expertise on how financial stress fuels burnout. She reveals how financial independence can transform lives and offer true freedom. Sarah highlights the concept of 'golden handcuffs' that trap professionals in exhausting cycles, urging them to rethink spending habits. With anecdotes from her work with doctors and families, she illustrates how a solid financial plan can unlock options and provide mental relief, making work a choice rather than a chore.