GETTING STARTED WITH US



Do you like what you’ve seen so far?
What are the next steps if you’d like to explore Getting Started with SageBroadview?

  1. If you are seeking a long-term advisory relationship and you’d like to learn more, please click here to schedule an introductory phone call with us. Together, we can quickly determine if we can be of help to you.
  2. If we seem to be a good fit for one another, we’ll schedule a no-cost, no obligation “get acquainted” session, during which we get to know each other. We offer our suggestions on whether and how we may be of service to you.
  3. We ask you to complete a quick questionnaire and submit it to us prior to this initial meeting, so we can make the most effective use of our time together. We respect and appreciate your willingness to take time out of your schedule to meet with us.
  4. After our in-person meeting, we both determine if we are a good fit for one another. If we decide to work together, we’ll sign an agreement that includes a description of services we’ll provide and the fees we’ll charge.
  5. This checklist will help you to gather the documents we will need to analyze your complete financial picture so we can develop effective planning customized for you. We will also spend a great deal of time asking you questions to ensure that we understand your circumstances, priorities and values.
  6. Please review this document to learn more about our First Year Together.
  7. This document will tell you more about our Ongoing Services which start after our First Year Together.

Please also read our Frequently Asked Questions (FAQ’s). (Scroll down “The Client Experience” page to the FAQ section at the bottom.)


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