|
|
|

Mindful Planning for Abundant Living
Planning for Individuals
What does living an abundant life mean to you? We believe in living in the present and planning for the future. Our financial planning and wealth building approach is comprehensive, holistic, and has as its foundation the goal of living mindfully and abundantly. We help you clarify your personal priorities and plan your financial resources to meet your goals. We partner with you to implement and monitor your financial plan, adjusting for life's changes along the way. Whether you are just getting started or want to take a closer look at some of the steps you have already taken, we will start where you are, and work together to create the path that moves you toward the life you desire.
Call or email us today to find out more about financial planning and how we can help you reach your goals.
Financial Literacy & Training
The San Francisco Bay Area has a plethora of grassroots community based organizations (CBO) providing a wide range of social and human services. Yet many of the employees of these agencies who have devoted their lives to serving others have little or no access to comprehensive financial planning. Similarly many CBO directors and employees realize that their client service model would be greatly enhanced by providing financial literacy and education. Yet more often than not, CBOs are reluctant to explore financial planning because they have little knowledge of, or confidence in the financial services community. Sage Financial Solutions seeks to foster trust between CBOs and the financial planning community by providing unbiased planning, financial literacy workshops, and a cadre of trained volunteers prepared to support their efforts to guide their clients toward self-sufficiency. We collaborate with community based organizations to identify the need for financial planning for their staff and their constituencies.
Our Services Include
Comprehensive Financial Planning
Financial Awareness Seminars
Training Leaders of Non-profit Organizations
Organizing Community Planning Processes
Board of Directors Training & Development
Strategic Planning
Retreat Facilitation
Fund Development Planning
|
|
|
|
|Home|
|Our Services|
|Who We Are|
|Your Initial Consultation|
|News|
|Contact Us|
|