SAS Financial Planning Engagements

SAS Financial Planning includes:

• Financial planning meetings over Zoom*
• A meeting roadmap to keep clients on track (see sample)
• Emails with your advisor team as needed
• Online client access to the collaborative financial planning software tool
• Final deliverable: a comprehensive financial plan with remaining action items to get your financial house continually in order
• Investment Management also available, on a case by case basis, and a financial plan is usually recommended before an investment management engagement

What will a SAS complimentary financial consultation meeting be like with my advisor team? Find out here:

Take a look at a sample SAS Financial Plan deliverable.