SAS Financial Planning includes:
- Financial planning meetings (3-6 one hour meeting)
- A meeting roadmap to keep clients on track
- Emails with your advisor team as needed
- Online client access to collaborative financial planning tool
- Final deliverable: a comprehensive financial plan with remaining action items to get your financial house continually in order
What will a meeting be like with my advisor team? Find out here:
Take a look at a sample SAS Financial Plan deliverables:
