General Financial Planning


"Life is a highway......" Tom Cochrane

Managing your finances is a journey.  First, you need to have a destination.  Also, like a journey, you can hit unexpected road blocks and detours.  We live in a fast-paced, multi-tasking world.  Work, home, kids, pay the bills, have some relaxing down-time.   Many people don't have the time or knowledge to decide how to invest their money, save for college, or figure out the amount and type of insurances they need.  Why not turn to a professional for guidance?

What's the right move?

There is no one-size-fits-all solution.  Each person and situation is unique.  Your financial plan should be also.  Whether it is inexpensive insurance for a young couple with a new baby or what to do with a large 401k after you have left the job, working with an independent financial planner can help sort through the options to making an informed decision.

It is our belief that a dialogue is an essential link to successful, relevant financial planning.  It is your money, your goals.  Having a relationship with an advisor who can coach you through the process and keep you grounded during those times when things don't go as you expected is an advantage.

What's right for you?  Contact Sage Planning to see if we are a good fit.