Sarah Mahaffa, CFP®

Image for Sarah Mahaffa

Sr. Wealth Advisor and
Manager of Financial Planning

Life is full of major decisions that may cause one to feel overwhelmed and as a result, those decisions may get put on the back burner. My passion is to understand what is truly important to my clients, educate them on relevant strategies, and help to implement a plan they can have confidence in. As a Wealth Advisor, clients rely on me to plan for some of the largest financial transactions of their lives. Whether saving for education, planning for retirement, or navigating a transition of wealth due to death or divorce, planning is a critical component of a successful outcome.

Professional Financial Planning Experience

  • 14 years of helping a diverse range of individuals with financial planning needs, wealth management strategies, and ultimately gaining clarity around their finances.

Career History

  • Bedel Financial Consulting, Inc., Sr. Wealth Advisor & Manager of Financial Planning
  • Charles Schwab, VP Financial Consultant
  • Charles Schwab, Associate Financial Consultant

Educational and Professional Designations

  • Certified Financial Planner™ certification
  • Bachelor of Science, Management and Accounting, Purdue University
  • Trained Financial Specialist for Collaborative Law divorces
  • Advanced Women Leaders (AWL), Bloombase

Professional Activities & Accolades

  • St. Joan of Arc School, PTO member
  • CICF Professional Advisory Leadership Committee Member
  • 2021 Indy’s Best and Brightest Finalist
  • Integrating Woman Leaders, Former Board Co-Chair and Conference Planning Committee Chair
  • Coburn Place, Board Treasurer
  • Financial Planning Association
  • Recipient of Five Star Wealth Manager Award, Indianapolis Monthly, 2018 - 2022

Check out more fun facts about Sarah:

Meet Sarah Mahaffa, CFP® | Meet the BEdel Team


BLOG POSTS

Image for Planning for the Unexpected

Oct 17, 2022

Planning for the Unexpected

Any health diagnosis is typically unexpected and can turn our world upside down. Understanding the financial impact can alleviate anxiety and allow you to focus your energy on the days ahead.

Image for Loans from The Bank of…. Mom and Dad?

Aug 1, 2022

Loans from The Bank of…. Mom and Dad?

Intra-family loans can be a simple option to help borrowers save on interest expenses and give lenders a yield on funds that may otherwise sit in cash. However, you should also review your financial security before offering to help others.

Image for Ditch the Documents!

Apr 10, 2022

Ditch the Documents!

Proactively managing your mail and documentation delivery methods will save you time and help better organize your records. Identifying which documents to keep versus those you can safely toss, and throwing away those that you can, will also help.

Image for Is It Worth Getting Amped Over Electric Vehicles?

Feb 28, 2022

Is It Worth Getting Amped Over Electric Vehicles?

Be prepared to pay more upfront when purchasing an electric vehicle. Electric vehicles have historically had a much higher sticker price than gasoline-powered alternatives. But there are some benefits.

Image for Inherited IRAs: Do You Know The Rules?

Jan 6, 2022

Inherited IRAs: Do You Know The Rules?

When the SECURE Act first passed, the rules seemed straightforward. In practice, we are now encountering individuals who have more than one Inherited IRA account and possibly different distributions plans for each one.

Image for Nurses, Military, Teachers:  Get your Student Loans Forgiven!

Jan 3, 2022

Nurses, Military, Teachers: Get your Student Loans Forgiven!

The PSLF program hasn’t had the best reputation, but the recent changes should make it more user-friendly and accessible to the people it was designed to help.

Image for The FAQs of a Financial Planner

Aug 30, 2021

The FAQs of a Financial Planner

When it comes to your financial future, trial and error can be expensive. Your best bet is to seek out a financial planner who can answer your questions and help you think about the questions you don’t know to ask.

Image for Child Tax Credit: Opt Out or Take the Money?

Aug 16, 2021

Child Tax Credit: Opt Out or Take the Money?

Earlier this year, the American Rescue Plan authorized a portion of the Child Tax Credit to be paid to eligible taxpayers monthly but don’t spend those funds right away. If your financial situation has changed, you may have to pay some of those dollars back!

Image for Who’s In Charge Of Your Household Finances?

Jul 8, 2021

Who’s In Charge Of Your Household Finances?

Creating a thorough inventory of financial items and documents will take some time, but just as businesses have succession plans in the event leaders cannot serve, families must also take a similar approach.

Image for Travel Insurance - Don’t Leave Home Without It!

Jun 28, 2021

Travel Insurance - Don’t Leave Home Without It!

It’s bad enough if you have to postpone or cancel a vacation. Don’t take a financial hit as well. Travel insurance protects you from certain types of financial loss incurred while traveling.

Image for Thinking of a Second Home? Not So Fast.

Mar 16, 2021

Thinking of a Second Home? Not So Fast.

Purchasing a second home should not be an impulse decision. It requires diligent research and financial commitment. Before you buy, consider the consequences, estate issues, and more.

Image for The Nanny Tax. How Does it Work?

Feb 22, 2021

The Nanny Tax. How Does it Work?

So, you hired a nanny to reduce the pandemic chaos. But did you think about the tax issues involved? It’s worth taking the time to structure household employee arrangements at the beginning of an engagement, so everyone involved is protected from day one.