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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


 

 


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