Sage Financial Collaborative Meeting Process

Sage Financial holds four types of collaboration meetings throughout the planning process:

  1. Introductory Meeting A no cost, no commitment 30-min call to assess our mutual fit, discuss your goals at a high level, address your initial questions and talk through potential next steps.

    If you choose to engage with Sage Financial for planning services after this meeting, you will be emailed our Form ADV 2a and 2b (per state compliance) as well as a Financial Planning Agreement outlining in detail our planning process and expectations, conflicts of interest, disclosures, and estimated costs. Upon signing the FPA, a request for your financial documents will be subsequently emailed and half of the expected planning fees will be due for payment.

  1. Discovery Meeting The framework for our collaborative planning process, together we’ll assess your current financial situation and dive into your short- and long-term goals, needs, and concerns. This includes talking through your historical relationship with money, resulting money mindset, and how these shape your perceptions and decision making.

  1. Planning Meeting/s Depending on what is learned in the Discovery meeting, planning meetings typically occur in a series of 30-minute meetings in order to steadily work through the full range of planning topics in manageable, bite-sized pieces.

    We review potential scenarios as part of our findings and recommendations. You will walk away from each planning meeting with a clear understanding of where you stand with the topic/s discussed, and have a list of action items to follow up on. Subscription clients will typically attend more of these meetings, covering topics in an ongoing way, and can expect to leave meetings with 2-5 action items at a time to steadily implement their plans.

  2. Review Meetings (subscription clients only) Review meetings are typically held on a quarterly or semi-annual basis, but may be monthly or annual at times per client needs. During these meetings we gauge progress and update goals and any other material changes that has happened in your life (think: receiving a promotion or changing jobs, merging finances with a partner, moving, etc.)

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