BNI Success Connect
Meeting Day: Wednesday, 11:30 AM
Meeting Location:
The Tasting Room - Uptown Park
1101-18 Uptown Park Blvd.
Houston, TX 77057
Meeting Location Phone - 713-622-4477
Member Count: 20
President: Samuel Carratala
Tel: 7135686805
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Vice President: Erica Renaud
Tel: 832-776-0067
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Chapter Director Consultant: Bobbie Stratton
Tel: 7132867168
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Sarah Cuddy

Phone 713 973-3814

Ms. Sarah Cuddy
Robert W. Baird & Co.
945 Bunker Hill Road
Ste. 300
Houston, TX 77024

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Sarah Cuddy

Robert W. Baird & Co.
Chapter: BNI Success Connect

Financial, Financial Advisor

My BusinessHouston-based Financial Advisor focusing on financial planning for retirees, those undergoing divorce and young families. My vision is to be the most valuable resource in my clients’ financial lives. I call my process Goals-Based Action Planning and it includes: 1. Discovery – Evaluate your current financial position and help set specific goals 2. Analysis – Complete an analysis and present your personal Goals-Based Action Plan which includes recommended investments and logical next steps 3. Action – Put your plan into action by implementing recommendations 4. Monitoring – Assess the entire range of your financial needs on an ongoing basis 5. Progress Reporting – Conduct regular reviews to check progress and make needed course corrections

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