- Thoughtful financial guidance to keep you confidently on course!
At Azimuth Planning Group, leadership means more than credentials—it means judgment, perspective, and the ability to guide clients through complex decisions with clarity and care.
Our firm is led by a seasoned professional who brings decades of experience in financial planning, tax strategy, and advisory work, along with a deeply personal commitment to helping clients build lives aligned with their values.
Sherri Rose founded Azimuth Planning Group to create a financial planning experience that feels clear, thoughtful, and supportive—one that helps clients make confident decisions without unnecessary complexity or pressure.
With a background spanning public accounting, advisory services, and strategic financial planning, Sherri brings a rare combination of technical expertise and practical guidance to every client relationship. As both a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™ professional, she integrates tax insight and long-term planning into a cohesive strategy tailored to each client’s goals.
Clients value Sherri’s ability to translate complex financial topics into meaningful conversations—helping them understand not just what decisions to make, but why those decisions matter.
Sherri’s experience includes:
Her approach is grounded in thoughtful analysis, clear communication, and a long-term perspective that keeps decisions aligned with what matters most to clients.
Clients deserve to understand their financial picture and the reasoning behind each recommendation.
Financial decisions should reflect personal values, priorities, and life goals—not external pressures or trends.
The best outcomes come from long-term relationships built on trust, communication, and shared understanding.
While technical expertise matters, Sherri believes the most meaningful work happens in conversation—listening carefully, asking thoughtful questions, and helping clients connect financial decisions to the life they want to live.
Azimuth was built on the belief that planning should feel human, not transactional—and that leadership means guiding with integrity and intention.
Let’s start a conversation about your goals and how thoughtful financial planning can support your next chapter.
