How to Work Together
Working with a Financial Advisor
A quick breakdown of how we serve our clients:
Step 1) Intro Call
This 15-minute phone call is designed to go over what you are looking for from an advisor and set up an initial meeting to outline how our firm could be of value.
Step 2) Initial Meeting
We sit down to learn more about you and provide more information on our services. After this meeting, you should have the clarity to decide if you would like to move forward as a client of Sage Wealth Planning.
Step 3) Discovery and Set Up
Congratulations! You are now a client of Sage Wealth Planning. This process starts with a document request and a brief questionnaire. From there, we will meet for an hour to discuss any missing information and get a clear layout of your goals.
Step 4) Building Your Financial Plan
This will consist of 1-3 meetings where we deliver our initial recommendations, answer any questions you may have, and help execute in areas we manage.
Step 5) Ongoing Service
We strive to meet with our clients formally twice a year, but you can expect contact with us quarterly. During these meetings, we continue to monitor your plan as well as the economic environment and update accordingly.