Mark enjoys working and helping people with their financial and retirement plans. Therefore, the first meeting is on him. Yes, you read that right! You can benefit from a free financial consultation.
Your first Zoom meeting will act as an icebreaker for you and Mark to get to know each other. During this 60 minute meeting, he will ask you questions about your experience with money and how he can help you personally.
After your initial meeting, you'll receive a follow-up email from Mark. In this email, you'll find some documents regarding your financial goals, priorities, and what you discussed together.
Now that you and Mark know each other a little better, it's time to schedule a deep dive into the specifics of your financial/taxing situation. Together, you'll begin crafting your customized plan and outline the next steps.
Typically people retire in their 60's but each person is unique. We need to review your personal/family situation to determine your needs and where you currently stand financially speaking.
It is essential to establish your financial position, which includes the amount of money in your:
Getting those ratios right is crucial to make your money work in your favor. It could mean having hundreds of thousands more to spend in your retirement.
Before giving you the answer, we need to ask a few questions:
Once we answer these questions, we can analyze your situation and create a plan to maximize every dollar in your pocket.
Sage Financial
3210 Smokey Point Drive, Suite 102
Phone: 360-630-0573
Email:
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