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OUR PROCESS

Everyone has a story, so tell us about yourself. We'll use what we know to craft your personal Sage Plan (also known as an Investment Policy Statement) and build custom portfolios using your unique goals and objectives. Here's what we consider:

Return requirements

How much money does your money need to make? We can help you meet your goals and sustain them.

Taxes, taxes, taxes

Each tax situation is a unique and necessary consideration. Taxes are a priority we can help you review and prepare for.

Risk

 We will review your ability and willingness to take on risk and factor it into your Sage Plan. 

Income needs

What liquidity needs or purchasing power do you have or will you need? From everyday living to unexpected expenses. 

Time horizon

When will you have met your goals? What important milestones need to be incorporated into your Sage Plan?

Special considerations

Your personal situation is different than anyone else's—and it plays a large part in your Sage Plan. We'll take it all into account. 

Once we've reviewed everything, we put it all together into your Sage Plan—complete with defined goals for your money and a plan to help you stay on track. Constant communication and monitoring means that we'll review your progress and update your plan whenever needed.

GETTING STARTED

Working with a trusted financial partner is one of the most important decisions you can make for your financial future. Whatever you hope to achieve, it’s our mission to simplify the complexities of your financial life so you can focus on what matters most.
Whether virtually or in person, we're here to help with a no-cost ​introductory Q&A session to help answer your questions, learn more about your goals, and see how we may be able to help.
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