1. Aboutus
Thechallengesthatmostindividualsexperiencewhenitcomestoachievingasound
financialplanisthedevelopmentofanexclusive,trusngrelaonshipwitha
plannerthattakesthe metounderstandtheirpersonalcorevalues.Big
financialinstutesservethemassesandtendtotheirownobjecves
ratherthantheobjecvesofindividuals.
AtAtSageview,wegoagainstthesocietalnorm.Weareunique!
Ourgoalwithclientrelaonshipsistoallowourclientstolook
outforthemselves.Weempowerourclientswitha
planningprocessthatencouragesself-triumphovertheir
financialjourney.Thisempowermentprovidesalife
journey that allows YOU to determine your
desnaon.
OurOurLifePathProcessprovidespeaceofmindthat
growsandflourishesthroughallstagesofour
partnership.Bynavigangthisjourneytogether,
wedevelopamutualunderstandingofyour
uniquepersonalneeds,wants,andcorevalues.
TheSageviewLifePathProcess™

2. ThePATH@Sageview
“...arearesultofmutualunderstanding.
Mutualunderstandingsarecreated
throughadefinedprocessthatisaresultof
understandingeachperson’suniqueness.
Relaonshipsthatarebasedoncorevalues
developfortudeanddevoontowards
ulmatesuccess.Iinviteyoutoexperience
ourLifePathProcess–theprocessthathasourLifePathProcess–theprocessthathas
changedmylife.”
“SurpassingExpectaons...”
TheSageviewLifePathProcess™
Healthyprofessionalrelaonshipsbeginwithanunderstandingofroles.
Toensurethegreatestimpactonthesuccessofourrelaonship,we
examineyourresponsestotheSageviewEnlightenmentExperience.We
analyzethedetailcollectedintheGAPAnalysisinordertodevelopa
soundpathtoyourfinancialsuccess.Weclarifythedetailsofyourjourney
intheIlluminaonPhase,whichservesasaguideforfuturedecisions.
Ourexperiencehasshownthatindividualsencounteranumberof
challengeswiththeimplementaonandmanagementoftheirpersonal
financialjourney.TheLifePath Processprovidessoluonsto the
challengesfacedbyindividuals.