MEET THE TEAM

Sara Hoskins serves as Financial Planning Coordinator at Tadman Financial, helping turn financial planning recommendations into clear, organized action. She works closely with clients and the Tadman Financial team to coordinate the many details involved in implementing a financial plan and ensuring important action items continue moving forward.

With a strong focus on follow-through, Sara helps manage financial planning action steps through detailed coordination, ongoing reminders, client communication, documentation, and implementation. She tracks outstanding items, follows up on next steps, and helps ensure that recommendations are carried through from initial planning conversations to completion.

Sara is also a licensed Accident, Health, and Life insurance professional, with a focus on life and long-term care insurance. She assists clients with evaluating and implementing appropriate insurance solutions as part of their broader financial plan.

Sara brings a diverse professional background in financial services, insurance, business management, bookkeeping, and human resources. Her attention to detail, organization, and persistent follow-through make her an important part of Tadman Financial’s planning process, helping ensure that the details discussed in financial planning meetings translate into meaningful action.

Before joining Tadman Financial, Sara owned and managed her own business, gaining extensive experience in business management and bookkeeping. After relocating to Idaho, she served in a customer service role at Alaska Airlines and also worked as a bookkeeper and HR representative for a multi-site nonprofit organization.

Sara and her husband have been married for 29 years and are proud parents of two adult sons and two amazing daughters-in-law. They recently welcomed their first grandchild, a new role Sara is especially enjoying. Outside of work, she values time with family and friends and enjoys traveling and discovering new places. She also loves staying active through paddle boarding, mountain biking, and golf. When she’s not on the go, you’ll often find her with a good book, a great cup of coffee, or enjoying a nice glass of wine.