Work With Us
Let's start with your story, not your numbers.
What happens after you book the call.
01
You get a calendar invite
An invite lands in your inbox with a Microsoft Teams link. No prep needed — just show up.
02
We have a real conversation
About 30 minutes to get to know each other and figure out whether Sage Street is the right fit for you and your goals.
03
We move into Foundation
If we both decide it's a fit, we go deeper into what you actually want and what you're looking for from your financial life.
04
We launch into action
Income, investments, taxes, security — we build out the plan and put every piece into motion.
FAQs
Questions, answered.
What happens on the discovery call?
About 30 minutes on Microsoft Teams. We'll talk about your situation, what you're trying to figure out, and whether Sage Street is the right fit. No sales pitch — just a real conversation.
Is there a cost or commitment?
The discovery call is free and there's no obligation to move forward. If we both decide it's a fit, great. If not, you'll walk away with a clearer sense of what to look for in an advisor.
Do I need to prepare anything?
Nope. Show up as you are. No statements to gather, no questionnaires to fill out, no numbers to have ready. We're starting with your story, not your spreadsheet.
Who do you typically work with?
Small business owners — usually with at least $1M in investable assets — who want a financial plan that accounts for the business they've built, the taxes they're paying, and the life they're working toward.
What if I'm not ready to become a client yet?
That's fine. Plenty of people book a discovery call to ask questions, get a second opinion, or just understand their options. There's no expectation that you'll sign on the dotted line.