Hi, I am Saz
"When you work with my team and I, you get to experience the comfort of knowing where you are, where you want to be and how to get there. My planning process revolves around your goals and what is important to you."
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This is where we get to know you, your goals and your concerns. We figure out where you are and where you want to go.
Based on your goals and concerns, we create an actionable written plan.
We help you implement the plan to achieve your goals and address your concerns.
Note*: Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial planning fee.
We keep you accountable to make sure that appropriate actions are taken in a timely manner.
"When you work with my team and I, you get to experience the comfort of knowing where you are, where you want to be and how to get there. My planning process revolves around your goals and what is important to you."
We help you understand where you are and clarify where you want to be by helping you organize and align your finances.
We then design a plan that strives to have enough elasticity to pivot and adapt to ever-changing circumstances without having to compromise on your goals.