You are unique. Your financial plan should be too. Sage Path Solutions helps you to identify strategies and investments that work for you.

How We Help

We start the process by listening to your story and to what makes you tick. Then we roll up our sleeves, prepare a financial plan, and put your strategies and investments to work. 

Our relationships are long-term. We keep you on track with regular reviews and make adjustments when life and the markets fluctuate. We believe education makes a difference and we provide you with classes, newsletters, and more.  

Financial
Planning

Investment
Management

Education

 

What Does Your Financial Plan Do For You?

You Decide

We want you to feel good about the way we work. Let’s spend a complimentary hour together and get to know each other. After our meeting, you will receive a summary email and a few ideas to think about. Then you can decide if our firm is a good fit for you.    

Ready to see what's in store for you?

Not ready? That’s OK too. Sign up for our newsletters, get an education, and stay in touch!