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Our Process
How We Work Together

At SAGE Financial Partners, we believe financial planning should feel personal, approachable, and empowering — not overwhelming. That’s why our process is built around understanding you first and walking alongside you every step of the way.

Working with SAGE 
Our Promise To You

We truly listen. Your goals, worries, and dreams matter—and we take the time to understand them.
We make things easy to understand. Financial strategies shouldn't be confusing—we explain things in plain language.
We care about what matters to you. Your life, your goals, your success—that’s what drives us.
We’re here for you. Whenever you need us, we show up. Simple as that.

Our process is designed to meet you where you are and guide you toward where you want to be—with clarity, care, and confidence at every step.

Our
Process

1

Discovery Meeting

2

Account Opening

3

Account Funding

4

Investment Planning

5

30-Day Follow Up Meeting

6

Regular Review Meetings

7

Advanced Planning

1

We want to spend time to learn about you and let you learn about us. Are we a good fit for your needs?

2

Data and document gathering meeting.

3

Assistance with rollover paperwork or setting up bank accounts for ACH transfers (moving money in and/or moving money out).

4

Evaluating timeline, risk tolerance and goals to develop a customized investment strategy for your needs.

5

Ensuring everything is set up and flowing well.

6

At least annually to ensure no changes to timeline, risk tolerance or goals as well as reviewing performance and market conditions.

7

Ongoing comprehensive evaluation of your entire range of financial needs as they change over your lifetime.

Our
Process

1

Discovery Meeting

We want to spend time to learn about you and let you learn about us. Are we a good fit for your needs?

2

Account Opening

Data and document gathering meeting.

3

Account Funding

Assistance with rollover paperwork or setting up bank accounts for ACH transfers (moving money in and/or moving money out).

4

Investment Planning

Evaluating timeline, risk tolerance and goals to develop a customized investment strategy for your needs.

5

30-Day Follow Up Meeting

Ensuring everything is set up and flowing well.

6

Regular Review Meetings

At least annually to ensure no changes to timeline, risk tolerance or goals as well as reviewing performance and market conditions.

7

Advanced Planning

Ongoing comprehensive evaluation of your entire range of financial needs as they change over your lifetime.

Our Process
Setting the Standard

Discovery Meeting


We start by getting to know what matters most to you.

This is where we listen — learning about your goals, values, current financial picture, and what keeps you up at night (or gets you excited about the future). From there, we’ll create a clear snapshot of where you stand today, so we can begin mapping out where you want to go.

Advanced Planning


With your goals and priorities in mind, we design a plan tailored to fit your life. This might include investment strategies, risk management, tax efficiencies, retirement planning — all grounded in advice that’s transparent and easy to understand.

Most importantly, you’ll never feel like you’re going it alone. We’ll guide you through every decision, breaking down complex topics into everyday language so you feel confident moving forward.

Here For You, Always


Life changes — and your financial plan should too. That’s why our relationship doesn’t end once your plan is in place. We check in regularly, help monitor your progress, and adjust strategies as needed to keep you on track. Our team is always just a call, text, or email away — ready to answer questions, provide clarity, or simply offer guidance when life throws the unexpected your way.

Let's Get Started 
Schedule A Meeting

Choosing a financial advisor is a big decision. A quick conversation can help you get a feel for how we work, what we value, and whether we’re the right team to support your goals—no pressure, just a chance to connect.

Schedule a Consultation