At Sage Investment Group we believe that any financial strategy should be as individual as you are. Through our Virtual Family Office and multi-step process, we will discover your goals so we can help you design a custom plan that will lead you in your chosen direction. We want you to be well-informed about your options and have created this process to guide you along the way.


Discovery

This appointment will be a no-obligation opportunity for us to get to know each other better.  We will ask a series of questions to learn about your financial situation and your goals for the future.  We will also provide an overview of our services and discuss how we could work together.


Recommendation Process

After our initial meeting, we will present customized financial options for you, and work with you to prioritize these options.  It is at this step that we begin to create your Virtual Family Office team if needed. Once the team has been created and collaboratively consulted, we then present our recommendations based on the goals you initially outlined, taking as much time as needed to fully answer your questions.


Clarification

Only after all recommendations are understood and all your questions have been fully addressed by the team, will we begin implementation.


Implementation

We will guide you through every step of the implementation process to ensure we’ve addressed any concerns and that you completely understand the recommended strategies, and how they fit into your overall plan.


Ongoing Evaluation

Depending on the strategies implemented, we may opt for quarterly, semi-annual, or annual appointments to review your needs and to help ensure the strategies are still aligned with your goals. 


Contact Us Today for a No-Obligation Financial Review.