The New Client Experience
From First Call to Confident Retirement
Introduction Meeting
A conversation to discuss your financial goals and our services.
Share Financial Data
Securely share account statements and SAGE prepares your Strategy Preview.
Strategy Preview Meeting
In this high-impact meeting, you receive a current Portfolio Analysis and a personalized one-page Wealth Plan. Clear Insights to guide your next steps, before deciding to work with us.
Great! You’ve decided to work with us. What’s next?
Onboarding Call
A brief check-in to confirm details for paperwork. Simple and Efficient.
Paperwork & Investment Policy Statement
Complete the streamlined online process for paperwork at your convenience.
Strategy Meeting
Onboarding meeting to cover key topics: your investment strategy, online access, monthly transfers, and what to expect going forward.
Portfolio Implementation
SAGE puts your investment strategy into action and sends confirmation once your strategy is in place.
Begin Ongoing Service Process
We meet in the Spring and Fall for account updates. In between, you receive monthly performance reports and timely newsletters.
Support is always available between meetings, contact us anytime.
Sage Wealth Consulting, LLC 