Planning, Advice, and Strategy for Achieving Your Financial Goals
We recognize that for many, a formal planning process can be overwhelming and time-consuming. For these reasons, we’ve created a simplified experience for advice and planning, with engaging tools and user-friendly technology. Sharing information, implementing strategies, and working together has never been easier.
Tailored Planning to Meet Your Unique Needs
We start with a Discovery process to gain a deep understanding of your needs, your goals, and your dreams before creating you tailored financial plan.
Organization & Prioritization
We will illustrate how the many aspects of your financial life work together and then work to optimize each piece of the entire system.
Clarity & Focus
We will facilitate a Discovery process that helps articulate goals in terms of what makes life meaningful to you. We’ll go beyond the basics to ensure your resources are supporting your values.
Streamlined & Strategic
We will assist you in implementation and recommendations across account types and will leverage allocation and location strategies for optimal flexibility and tax efficiency.
We will partner with you in person and through technology to securely share information, illustrate strategies and plan scenarios in the most efficient way.
We will guide you through financial decision making from simple to complex so you can confidently achieve your goals.
Sage Wealth Planning different?
With more than 40 years combined experience in financial services, the Principals of Sage Wealth Planning are thought leaders in the industry. As strong advocates for client interests, Sage Wealth Planning embraces the fiduciary standard and the transparency clients require to make informed decisions.
- Flexible arrangement: Hourly, flat-fee, or asset-based arrangements
- Transparency: Fee-only and fiduciary
- Convenient: Virtual or in person