Building Wealth with Purpose: Denise Sarkor’s Holistic Approach to Financial Planning

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In this episode of Badass Women in Business, Denise Sarkor, Liberian-American financial advisor and principal of Sarkor Financial Advisors, shares her inspiring journey from being a refugee to becoming a trailblazer in wealth management. Denise talks about the importance of holistic financial planning, overcoming limiting beliefs, and the power of community in achieving financial success. With her unique perspective, she empowers women entrepreneurs, career professionals, and community leaders to align their financial decisions with their life goals.

Denise’s approach goes beyond the numbers—she’s a “doctor for people’s finances,” treating the root causes of financial challenges, not just the symptoms. Tune in for actionable insights, inspiring stories, and a fresh perspective on building wealth with purpose.

Disclaimer: No direct financial advice is provided in this episode. Sarkor Financial Advisors LLC (“Sarkor Financial”) is a registered investment advisor offering advisory services in the State of Georgia, the State of New Jersey, and other jurisdictions where exempt nationwide. Registration does not imply a certain level of skill or training.

Show Notes:

What You’ll Learn in This Episode:

• The Power of Holistic Financial Planning: Why addressing beliefs about money and creating systems is essential for financial success.
• Denise’s Journey: From surviving a civil war to helping others thrive through financial planning and wealth management.
• The Importance of Community: How building a personal advisory board can enhance decision-making and overall financial health.
• Navigating Financial Literacy: Practical advice for overcoming gaps in knowledge and making informed financial decisions.
• Understanding RIAs: The benefits of working with a Registered Investment Advisor and how fiduciary standards protect clients.
• Who Denise Serves: Entrepreneurs, career professionals, and community leaders seeking holistic financial guidance.

Mic Drop Moment:
“Money is simply a tool to achieve the life you want and the impact you want to leave on society. When we lose sight of that, we lose sight of what wealth truly means.”

One Key Takeaway:
Take time daily to be still and connect with yourself. In a noisy, fast-paced world, this practice ensures alignment with your life’s purpose and helps you stay on track with your goals.

Connect with Denise Sarkor:

• Website: Sarkor Financial Advisors
• Facebook: @denisesarkor
• Instagram: @denisesarkor
• LinkedIn: Denise Sarkor
• YouTube: Denise Sarkor

If you’re ready to rethink your relationship with money and build weal

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