ATLANTA — BIP Wealth is proud to announce the hiring of veteran Atlanta Estate Planning Attorney, Sarah Watchko to the role of Estate Planning Advisor. Over the past several years, BIP Wealth has collaborated with and referred clients to Sarah for Estate Planning creation and execution. Sarah will now lead the way in building out this important expertise in-house for BIP clients.
Sarah developed a passion during Law School for working with elderly clients and for clients who have a child with special needs. This was while she was working at the Elder Law Clinic at Wake Forest University in 2007. This led her to discover a career in estate planning, special needs planning, and elder law that could provide both intellectually demanding work and the opportunity to serve and improve the lives of others. Sarah finds immense joy in providing a high level of service, along with a calm and comforting demeanor to those navigating life’s challenges.
As a client of BIP, Sarah and her husband Jeff know firsthand the care BIP has for their clients but she never dreamed of joining the Team. “BIP’s CEO Bill Harris probably asked me about 15 – 20 times to consider joining the firm and I turned him down every time because I was happy in my previous role,” shared Sarah. “However, the more I learned about the role and what it could look like to build this for BIP’s clients from the ground up, it was clear this is an opportunity I couldn’t say no to.”
Sarah is particularly passionate about working with families navigating the complexities of special needs and hopes to elevate BIP as the go-to resource for those families in the Atlanta area. The greatest compliment she can receive is when a client shares, “You’ve taken the worry off my shoulders knowing the people I love most are protected.”
“We are honored that Sarah said yes to joining BIP and building out our Estate Planning Services! The care she provides clients aligns with our firm’s values perfectly,” shared Bill Harris, CFP®, Co-Founder & CEO of BIP Wealth. “I am excited for our future and all the ways this new internal capability will benefit the families at our firm in having peace of mind to be prepared for the future.”
An Atlanta native, Sarah lives in Roswell with her husband Jeff, son, daughter, and their loving mutt, Hank. She and her brother William attended Marist School in Atlanta. Both her brother and husband were collegiate athletes at Georgia Tech who went on to play professionally (the former football and the latter, baseball). Both families remain avid Georgia Tech fans. Sarah loves reading, spending time with friends and family, staying active, travel, and—in her rare free time—squeezing in a craft or baking project.