The SAGE Process

Strategize

The first step is to meet with my clients to stragegize with them about their goals.  This is where we uncover what they picture in their retirement.

Assemble

The next step is to assemble a draft financial plan to help me understand where you are in your journey toward retirement.  This financial plan is based on your goals and current savings.

Generate

Based on the financial plan I will generate specific recommendations for your situation.  General advice will not help you reach your goals.

Engage

for you to be successful in your financial journey it will be important for you to engage in your planning.

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