The Steps of Sage Wealth Strategy
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Sage Wealth Strategy was built on the desire to help clients take control of their financial future through education and empowerment. Rather than trying to sell just another financial product, we teach them new processes for managing their money. Listen in to hear about the five-step process to help you truly understand your current financial situation then schedule a call with us to create a strategy to reach your goals!
Episode Highlights
00:17 The importance of understanding the process of personal finance
01:05 The four steps to solving financial problems
02:14 Accepting the same results as everyone else is not always the best approach
03:20 Asking yourself who is truly in control of your financial decisions
04:23 Recognize the unseen costs associated with financial strategies
07:39 Understanding your Why
08:19 The importance of creating a long-term impact through generational planning and knowledge-sharing
Episode Resources
- Connect with Wade Borth
- https://www.sagewealthstrategy.com/
- wade@sagewealthstrategy.com\\xa0\\xa0