Initial Financial Plan

Step One: Let's meet! Book a free consultation with us by following the provided link: Book Consultation | SAS Financial Advisors, LLC 

Step Two: What you can expect from a financial plan engagement with SAS Financial: SAS Financial Planning Engagements | SAS Financial Advisors, LLC 

Step Three: Roadmap outlining interactive meetings:  SAS Financial Planning Meetings | SAS Financial Advisors, LLC 

We have a three-step approach to initial financial plan: book, collaborate, final financial plan deliverable.

We meet with you for a one-hour complimentary session to discuss your needs and goals and to get to know each other. It is important for us to gain an understanding of who you are. How have you gotten to where you are today? Where do you see your life in the future? How do you make decisions?

We talk about the financial planning process, including assessment of your spending, assets and debts, investments, outlook for retirement, tax strategies, insurance coverage and estate planning. Our fee is also discussed during our complimentary meeting.

Based on our discussion, we deliver a proposal for your financial plan, including its cost. When you decide to work with us, we will send you a questionnaire and a list of documents needed to get started on your plan.

There is no typical client, we tailor the financial plan to your individualized specific needs.