About Nick & Sarah Davis

Hello, we’re Nick and Sarah! We’re passionate about helping business owners and their families with planning strategies designed to support long-term business, financial and personal goals. Our advisory work focuses on exit planning, business strategy, personal growth, and legacy protection, while our coaching work focuses on personal development through our separate business AnxietyWise.

To maintain clarity and transparency, the sections below outline which services we provide as part of our investment advisory practice and which services are offered separately through our outside business activity (OBA).

(Provided through Blueprint Financial Advisors d/b/a Hemlock Creek Wealth Management-Fee-Only Fiduciary Investment Advisory)

Our Approach to Financial Planning

We believe financial planning goes far beyond just numbers—it requires understanding your goals, clarifying decisions, and aligning your business and personal finances.  Whether you're planning for an exit strategy, building a strong business structure, developing a comprehensive personal financial plan, or protecting your estate, we help business owners organize their planning, prepare for future transitions, and build strategies that support long-term priorities. 

Our process emphasizes education, structure, and informed decision-making so clients can move forward with clarity and confidence.

Our Advisory Focus:

• • Certified Exit Planning Advisor (CEPA): With both of us holding the CEPA designation, we specialize in working with business owners to develop clear, actionable exit plans , ensure a smooth transition, and plan for how your business legacy continues. This includes clarifying objectives, assessing planning considerations, and coordinating with legal, tax and other professionals. 
  • Legacy Protection: We help clients understand common estate and business-continuity strategies like life insurance, estate planning, and strategies to help you plan for the future of your business, whether you decide to sell it or continue growing it. 

• Business Strategy & Growth Planning: We guide business owners through organizational planning, operational structure, and alignment between personal and business goals especially for those planning for long-term succession or a possible sale.

• Trend-Following Investment Philosophy: For clients who engage us for investment advisory services, we  incorporate trend-following principles as part of our investment approach.  Trend-following involves adjusting exposure based on market conditions. It’s a strategy built on simplicity, consistency, and data-driven decision making. All investment strategies involve risk, including the potential loss of principal, and no strategy can guarantee success or prevent loss. 

Who We Work With

Our ideal clients are business owners and real-estate investors who value structure, education and proactive planning. Many of our clients are preparing for future transitions, growth stages, or long-term personal financial organization. 

If you’re exploring ways to gain clarity in your planning, we welcome a conversation.

Beyond Financial Planning: AnxietyWise (Outside Business Activity)

(Not advisory services. Not supervised by Blueprint Financial Advisors.)

In addition to our financial planning work, we also run a separate business called AnxietyWise. Here, we work with high-performing professionals to help them gain clarity around their purpose and release past traumas, negative emotional roots, and behavioral patterns that hold them back. Through these processes, we empower our clients to perform at their peak potential, become strong communicators, and find fulfillment both at home and in their careers.

These services do not involve financial planning, investment advice, or advisory recommendations and are operated independently from our advisory practice.

Our “WHY’s” and What Drives Us

Both of us are driven by deeper motivations that guide the way we work with our clients and approach every project:

• Nick’s WHY: My core motivation is to contribute to the greater good by making sense of complicated concepts. I enjoy making sense of complex information so that others can easily grasp and execute it. What I seek in return is trust—because trust is the foundation of everything we do, and it’s how we build lasting, meaningful relationships with our clients.
• Sarah’s WHY: I am driven by the need to simplify situations and projects, always looking for a better way to solve problems and make life easier. My goal is to share these simplified solutions with others, creating trust and fostering deep, long-lasting relationships. Trust is central to my work and allows me to connect with clients on a personal level while helping them achieve their goals.

A Little About Us

When we’re not working with clients, you’ll likely find us enjoying the outdoors—boating on the lake, snowboarding in the winter, or hunting and fishing with our family. Most importantly, at the front of everything we do is Jesus Christ and our Christian faith. In addition, Sarah loves baking, gardening, flowers, and hobby farming, while Nick is an Air Force veteran who’s passionate about building strong teams and collaborating with others in both personal and professional settings. We love what we do because we know the value of great coaching and the incredible impact it has on all areas of life. 

Let’s Get Started

We believe in the power of trust and personal connection. If you're exploring ways to strengthen your business planning, long-term strategy, or personal development, we would love to connect with you.. 

Contact us to schedule an introductory conversation and learn more about the services—advisory and coaching—we provide.

Disclosures

Add standard BFA disclosures for advisory 

Outside Business Activity (OBA) Disclosure

• AnxietyWise is an outside business activity of Nick and Sarah Davis.
• AnxietyWise provides coaching and personal development services only and does not provide financial, investment, or advisory services.
• AnxietyWise is separate and independent from Blueprint Financial Advisors
• Blueprint Financial Advisors does not supervise, approve, or endorse AnxietyWise and receives no compensation from these services.