Hello, I'm Sandy Lim, CFP®, Certified Trainer (ACLP), Certified Estate and Legacy Planner

Sandy Lim is a trusted financial planner and a passionate educator at heart, dedicated to empowering individuals through financial literacy and intentional living. Known among clients as a compassionate guide and strategic thinker, Sandy blends modern financial planning with timeless wisdom from Metaphysics to create holistic, purpose-driven wealth solutions.

With a background in education and years of experience, Sandy takes a unique approach that goes beyond numbers — she helps clients rediscover clarity, confidence, and alignment in their financial journeys. Her areas of expertise include wealth accumulation, passive income creation, legacy planning, and long-term financial resilience.  An educator at heart, Sandy believes in the transformative power of knowledge — whether it is guiding clients through financial clarity, mentoring future leaders, or delivering insights on growth-oriented leadership.  She enables clients to make decisions that are not only financially sound, but also personally meaningful.

Her motivation stems from her own story of overcoming adversity. This fuels her mission to guide others toward a life of balance, security, and authenticity. Whether helping clients plan for retirement, navigate life transitions, or align their financial path with their core values, Sandy’s calm presence and depth of knowledge offer both reassurance and results.

“My mission is to inspire people to live in the present, plan with intention, and take ownership of their future — one conscious decision at a time.”
— Sandy Lim

Beyond financial consulting, Sandy is committed to nurturing meaningful change through education, empathy, and leadership. She believes in transforming lives to make a lasting difference — and lives by the motto: #beinNOW.

#beinNOW
be yourself
be in the present
act now

For more information, you can visit bit.ly/sandy1467.