WEALTH ON YOUR TERMS

Helping professionals in their 20s, 30s, and 40s use money to live life on their own terms.

Virtual

CFP® Professional

Fiduciary

Fee Only

Independent

Make a plan
to have it all.

You want to buy a house, work remotely, travel the world, pay off student loans, save for your children's education, save for retirement, leave a legacy, and more.

You are a thriving professional who wants to have it all, to do the most with your money and your life now and in the future. Avant-Garde Wealth is here to help you do it. Let's make a plan.

Services

Financial Planning

You want to live life on your own terms, to turn your money into your vision of wealth. In order to do so, you need accountability, encouragement, and education to make confident financial decisions. Avant-Garde Wealth provides you with the personalized financial guidance you want and need.

How it works

  1. Get Organized
  2. Evaluate your current financial situation
  3. Clarify your goals and values
  4. Develop your plan
  5. Take action - Implement your plan
  6. Review your progress, reevaluate, and revise your plan

What Avant-Garde Wealth helps with

  • Budgeting
  • Building an emergency fund
  • Saving for large expenses
  • Evaluating and negotiating job offers
  • Choosing employee benefits
  • Student loan repayment and forgiveness plans
  • Determining insurance needs
  • Buying a house
  • Becoming debt free
  • Achieving financial independence
  • Retirement planning
  • Charitable giving
  • Creating an estate plan
  • and more

Fees are based on complexity. All engagements start as Hourly Financial Planning. The fee is a one-time fee. Engagements can transition to Ongoing Financial Planning. The fee is an ongoing annual fee.

Investment Management

You want to invest, to make your money work for you. In order to do so, you need a consistent and disciplined approach to implementing, monitoring, and adjusting your investment strategy. Avant-Garde Wealth provides you with the continuous and tailored investment management you want and need.

How it works

  1. Clarify your investment goals
  2. Determine your risk tolerance and capacity
  3. Develop your investment strategy
  4. Take action - Implement your strategy
  5. Monitor and rebalance regularly
  6. Review your progress, reevaluate, and revise your strategy

What Avant-Garde Wealth helps with

  • Rolling over your 401(k) from previous employers
  • Contributing to an IRA (whether Traditional or Roth)
  • Mega Backdoor Roth IRAs
  • Roth IRA conversions
  • Growing your Health Savings Account
  • Choosing a 529 Plan for higher education expenses
  • Establishing retirement plans for small businesses
  • Determining your risk tolerance and capacity
  • Building a diversified portfolio
  • Choosing a tax-efficient asset allocation
  • Rebalancing accounts
  • Tax-loss harvesting
  • Monitoring investment returns
  • and more

Fees are based on a percentage of assets under management ($150,000 household minimum) and start at 0.95% per year.

About Avant-Garde Wealth and Sabina

Avant-Garde Wealth is a virtual firm. As a location-independent firm, Sabina can serve professionals in their 20s, 30s, and 40s regardless of where their lives take them.

Sabina is a CERTIFIED FINANCIAL PLANNER™ professional. She has met the extensive education, examination, experience, and ethical requirements to earn the CERTIFIED FINANCIAL PLANNER™ certification - the standard of excellence in the financial planning profession.

Sabina is a fiduciary. She always puts client interests first, acts with prudence (with the skill, care, diligence, and good judgement of a professional), provides conspicuous, full, and fair disclosure of all important facts, avoids conflicts of interest, and fully discloses and fairly manages, in your favor, any unavoidable conflicts.

Avant-Garde Wealth is independent. Sabina has the freedom to provide a customized client experience, with no outside influence. She does what is best for her clients.

Sabina is an honest, direct, and respectful communicator. She is transparent in all that she does. This includes, but is not limited to the services she provides, the fees she charges, and the recommendations she makes.

Sabina Smailhodzic Lewis

Founder, Financial Planner

Sabina is a graduate of Western Kentucky University, where she earned a Bachelor of Science degree in Chemistry and a Financial Planning Certificate. She is also a graduate of Kansas State University, where she earned a Master of Science in Personal Financial Planning, Advanced Financial Planning Certificate, and a Financial Therapy Certificate. Sabina holds the CERTIFIED FINANCIAL PLANNER™ designation.

Sabina serves on the Board of Directors for Junior Achievement of South Central Kentucky. She loves to volunteer in both middle and high school classrooms, teaching financial literacy, work and career readiness, and entrepreneurship.  

In her free time, Sabina enjoys gardening, flower arranging, ceramics, hiking, playing tennis, trying new foods, traveling, and spending time with her family and friends. Sabina and her husband, Alex, welcomed their first child in December 2022 and are enjoying this new season of life.

Let's Work Together

Schedule a 30-minute virtual introductory meeting to determine if moving forward together is right for you.

Schedule a Meeting

General Inquiries and Questions

Use the contact form to get in touch.

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