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Planning Team Lead

Personal Planning

CIQ Diagnostic

Clarify Personal Direction

The CIQ Diagnostic allows us to quickly and easily establish a brief overview of your personal and business (if approprate) situation

Proactive Planning

Having established your direction we use our unique MAP planning process to drive Proactive planning opportunities and take advantage of our Virtual team of Specialists

Take the CIQ Diagnostic to:

  • Identify Options & Choices
  • Implement Solutions

Business Planning

BIZ Diagnostic

Clarify Business Direction

The BIZ Diagnostic evaluation will provide you with a starting point to develop a business roadmap that gets you where you want to go — and Maximize your Business Potential. Go ahead — give yourself an unfair business advantage today!

Maximize Business Potential

Nobody understands your business better than you — but unless you focus on the key business components — it’s unlikely you will Maximize Business Potential.

Take the BIZ Diagnostic to find out:

  • Your "BIZ" Rating % Today
  • Your Future Growth Potential %

Our Areas of Focus

Financial Planning

Insurance Planning

Legacy Planning

Advanced Personal Planning

Business Strategy

Business Strategy

CFO and Bookkeeping Outsourcing

KPI's

Financial Forecasting

Leadership & Culture

Cultural Change

Business Exit Planning Review

Business Valuation

BIZ Diagnostic Review

Digital Employee and Robotics

Business Protection - Risk Management

Employee Benefits

Business Finance & Cost

Investment advisory services offered by Sage Investment Group, LLC, a California State Registered Investment Advisor. Registration with the State does not imply any level of skill or training. Do not transmit orders or instructions regarding your account by email. For your protection, your Financial Advisor cannot accept or act on such instructions. Similarly, Sage Investment Group does not accept trading instructions via voicemail, text messages, instant messaging, or facsimile. Please speak directly with your Financial Advisor if you need to give instructions related to your account.

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