Our Wealth Management Process

Personalized Client Case Review and Design Collaboration

Your financial planner collaborates with our Sagemark Consulting Private Wealth Services members and our advanced planning team to develop not only strategies, but also tactical solutions that help you towards achieving your unique goals. This team-level approach to your financial plan will holistically address the complexities of your personal situation. During the process, you will have the opportunity to interact with these professionals via video conference as well as in-person in one of our regional offices. You can rest assured that your issues are being resolved by a qualified, credentialed, and competent group of professionals.

Action Orientation

As a successful person, you are – by nature – a person of action. At Sagemark Consulting Private Wealth Services, we believe that a financial plan, in and of itself, has no power or force without actions you can implement to help improve your situation as appropriate towards achieving your goals. Our orientation towards action drives us to deliver a financial plan that allows you to guide your fate, both today and in the future.

Concierge-Level Attention

As the client of a SagemarkConsulting Private Wealth Services financial planner, you are special to us. We value your business and will cater to your needs and requests in a manner that earns your respect. You can count on us to drive the process at a pace that is appropriate for you. Our relationship will evolve, as will your financial plan, but you will always be treated to a timely, concierge-level experience – from complex issue to minute detail.

Serve First Philosophy

We adher to Lincoln Financial Advisors Corp. philosophy – Serve First, Last and AlwaysSM – which drives the way we do business. We believe in providing our clients with clarity and solutions that help meet their needs. We believe that long-term relationships are more important than short-term gains, and will never sacrifice the former for the latter. Conviction in what we do; the courage to help our clients to take action; competency based on continuing education and training; coordination of national resources on terms that benefit each client; and communication that builds understanding and trust – these are the key qualities of “Serve First.” And these are the commitments we make to each of our clients.





 


Here's a quick look at our six-step wealth management process:


 


Step 1: Concept Interview


  • Discuss our services
  • Discuss your situation
  • Complete engagement proposal
  • Establish fee
  • Secure basic documents



Step 2: Comprehensive Date Gathering



  • Formalize working relationship
  • Gather appropriate financial data, objectives and risk tolerances
  • Discuss and establish goals
  • Discuss attitudes, views, and concerns



Step 3: Financial Plan Design 



  • Review fact finder and assess status relative to goals, objectives and attitudes
  • Analyze and evaluate current financial status
  • Confirm and clarify data
  • Prepare preliminary plan
  • "Try-on" ideas, including key advisors, as needed, and refine recommendations 



Step 4: Formal Financial Plan Presentation 



  • Present final plan document with specific recommendations
  • Answer questions
  • Establish action plan and implementation schedule



Step 5: Financial Plan Implementation 



  • Coordinate with other advisors
  • Review and recommend specific financial instruments necessary to implement financial plan
  • If desired, assist in implementing your financial plan
  • Secure prestige recommendations



Step 6: Review & Service



  • Analyze ongoing issues
  • Make adjustments as your situation changes
  • Keep financial planning updated and current