Michael Sayre
It's easy to overlook critical financial decisions in today's fast-paced world. Whether you're planning for retirement, saving for your child's education, or aiming to maximize your hard-earned money, I can offer tailored expert guidance.
During our one-on-one meeting, we will take the time to understand your financial goals, evaluate your current situation, and create a plan that is uniquely tailored to you, helping you achieve your objectives in a way that's best for you.
Our Process
Consultation
Establish Objectives
Gather Information
Define Relationship
Discovery
Assess Current Scenario
Understand What Is Important
Uncover Roadblocks
Implementation
Discuss Recommendations
Adjust to Meet Client Needs
Commit to a Strategy