Service Models
This model focuses on 3 major areas: After an initial onboarding, we meet twice per year to keep you on track. You can expect updates toward your progress, including a one-page financial plan, cash flow plan, and investment plan. This customized model focuses on a deeper and more strategic approach to the following: After an initial onboarding, we meet three times per year to address your most important and critical needs. You will receive a one-page financial plan, cash flow plan, strategic tax analysis, and tax-efficient investment strategy, as well as timely updates on the progress toward the execution of your goals. This customized model for business owners encompasses all offerings within the Pinnacle Model, but also includes: After an initial onboarding, we meet a minimum of three times per year to address both your personal and business planning needs. In addition to the one-page financial plan, cash flow plan, strategic tax analysis, and customized investment strategy, we will provide a business valuation and meet with your strategic advisors to ensure alignment.Sage Wealth Signature
Sage Wealth Pinnacle
Sage Wealth Pinnacle Plus (for Business Owners)
Our fee includes financial planning and investment management services provided by Sage Wealth Planning. The following factors may increase the planning fee within the stated range:
- Complex family planning
- Equity compensation (RSUs, NQSO, ISO)
- Non-qualified deferred compensation
- Rental/Commercial Real Estate
- Concentrated wealth
- High tax sensitivity
- Multiple forms and types of income