The Estate Management Network is pleased to welcome Forecastle Financial as an Industry Partner. Founded by finance veteran Sara Hobbs, Forecastle Financial is a virtual advisory firm that provides Personal CFO and account management services designed specifically for high-net-worth households and private residences.
With more than 24 years of experience in finance and a background in banking, Sara launched Forecastle Financial in 2022 with a clear mission: to equip clients with the tools, resources, and support necessary to make informed financial decisions that reflect their personal goals and values. “My approach is not merely about the numbers,” Sara shares. “I want to empower clients to thrive financially, preserve their wealth, safeguard their time, and enable them to pursue their passions.”
Forecastle Financial’s services are designed to manage complex financials with an uncomplicated approach. Their tailored solutions are crafted to meet the exact needs of their clients, providing intelligent, strategic guidance built around them. Offerings include strategic financial planning, money management, financial analysis and reporting, risk management, and additional services such as bill pay, vendor management, and financial document management.
Estate Managers are often the first point of contact when a principal needs financial information related to their properties. “With servants’ hearts, you likely offered help, even though this type of service isn’t the best use of your time or financial acumen.” Forecastle Financial can serve as a trusted strategic partner, allowing residential staff to offload complex financial tasks with confidence. “When we step in to provide financial oversight for the household as a Fractional CFO,” Sara explains, “Estate Managers are able to redirect their focus and energy on other pressing matters in the residence, knowing that the day-to-day financial operations are well-managed.”
In response to feedback from Private Wealth Advisors and HNW clients, Forecastle Financial has introduced a new service to help private service professionals. The Executive Financial Concierge service is an exclusive blend of their Personal CFO services and sophisticated business account management, designed for high-level financial supervision and strategic planning in both business and private residences. This offering ensures that clients, and their trusted advisors, have access to financial support built around both business and lifestyle.
Forecastle Financial operates virtually, with the ability to provide site visits at the client’s request. To learn more, visit www.forecastlefinancial.com or schedule a complimentary consultation here. “I’m looking forward to getting to know members of the community,” Sara adds. “I’m excited to be a part of this organization.”
