Financial Planning

Are you ready to take control of your financial future?

Financial planning is a process – a comprehensive strategy designed to help you prepare for a multitude of financial situations throughout life. Sage Wealth may help you plan around particular issues, or collaborate on a comprehensive financial plan. We are committed to helping you define and work towards pursuing your financial goals.

Completing a thorough, personalized financial plan allows us to create goal-driven strategies and measure progress. I may consult with your tax preparer, estate attorney or other advisors to ensure the various aspects of your plan are addressed.

Our Process

Discovery

We will have an in depth conversation so that we can learn what is important to you and gain a deeper insight about your financial values and goals. Your homework will be to provide us with information as we begin to build your financial picture.

Data Validation

In our next meeting we review your financial facts together, based on the information you have provided, to ensure we are starting the planning process with the most up to date and correct data.

Analysis and Recomendation

I will begin by analyzing your current financial situation and, since we know life changes, I may provide scenarios to illustrate the impact of changing certain assumptions as well as my recommendations to improve your potential for greater financial sucess.

Presentation and Implentation

We will review plan scenarios and recommendations together to

providing you a 'blueprint' with which to implement any recommended changes. we have addressed your questions and concerns.

How would I benefit from a Financial Plan?

Creating a Financial Plan will help you identiy your long-term financial goals, track your progress as you experience new life events, and put you in control of how to manage your income and expenses effectively.

Can I just do it myself?

There are many online resources that will help you get started with financial planning. However, some use a one-size-fits-all approach that doesn’t customize its process for your unique needs. You aren’t able to test models against risks or make any changes based on your situation. Here at Sage wealth, we have the experience and the tools to prepare an individualized plan that maps your financial future. In addition, we can help guide you through implementing your plan, provide advice on revisions (when necessary), and help you monitor your progress toward making your goals a reality

What topics might a financial plan include?

Each plan is personalized, but your plan might include any of the following:

Investments & Asset Allocation
Retirement planning
Tax planning
Debt management
Goals-based saving
Insurance assessment
Risk management
Cash-flow planning
Estate planning