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.