The SageMint Approach
Would you embark on a long road trip to a place you have never been without first mapping out the route? For most people, the answer is no. Yet, most of us have goals of reaching financial independence, a place they have never been, without a solid plan of how to get there. We can help.
Step 1
Prepare for the first meeting.
None of our clients got to where they are by squandering time. Because we understand how valuable your time is, we are committed to providing you substantive strategic advice from our very first meeting. To prepare, we will ask that you provide us with specific financial information prior to our meeting. This allows us to be prepared and provide you with advice specific to your situation during our first meeting. Click HERE to download our Client Questionnaire.
Step 2
Kickoff first meeting.
Our process begins and ends with you. It is important that we identify and understand your goals, investment history, and your relationship with money as well as your unique values and beliefs. This discovery process will enable us to help you create meaningful financial goals that align with your personal values and priorities.
Step 3
Analyze information & strategize.
Our team performs a comprehensive analysis of your total net worth while taking into consideration your estate plans and tax considerations in order to create a financial plan to meet your goals. We will review your investment accounts, real estate holdings, business assets, your employee benefits such as stock options and deferred compensation. Our analysis does not stop with the assets that we manage, but rather takes a complete picture of your financial status.
Step 4
Develop the plan.
At our planning presentation meeting, we will review your objectives and present the strategy designed to specifically cater to your needs. We will spend the time to ensure you understand each of the components of your financial plan and make any changes, if necessary.
Step 5
Implement the plan.
Once we have agreed on the strategies presented, we prepare your paperwork, contact your current investment companies and prepare any transfers necessary. We make the process simple so you can get back to focusing on living well and doing good.
Step 6
Provide on-going guidance.
After the initial strategy and implementation, we will monitor your progress towards the financial goals you have established. As your life evolves, we will adjust for changes in your financial goals, market conditions, and changes to tax or estate planning laws.
