Sage Duguay

Sage Duguay

she/her/hers

Fee Structures
Annual
$3,000+/yr
One-time
$1,500+
Hourly
$250+/hr

About Me

I work with young professional and mid-career Women in STEM to build wealth on their path to financial independence. Our clients are typically women in their 20s to 40s that are considering career transitions, maternity leave, sabbaticals and overall ways to maximize freedom and flexibility in their life through their finances.

As an engineer myself, I love a good spreadsheet and look forward to working collaboratively with clients to build a financial plan that can support their goals.

Mission Statement

My mission as an advice-only financial planner is to help other Women in STEM feel confident with their finances and provide the education and guidance necessary to defeat the overwhelm that can often come with big financial decisions.

Why I Became an Advisor

I fell in love with personal finance as a brand new chemical engineer when I realized that planning for my financial goals early-on could help me achieve greater flexibility and freedom throughout my career and I have a passion for sharing that experience with others.

Areas of Specialization

Budgeting
Early Career Planning
Investments
Home Purchase
Real Estate

Ideal Clients

Engineers and Scientists
DIY Investors
FIRE

Contact Information

Winslow, ME
Meets Virtually
Meets In-Person
Accepting New Clients