SAGE PATH SOLUTIONS
Updated 19 days ago
At Sage Path Solutions, we serve the financial planning needs of divorced and widowed women. We love what we do. Our process is designed to create financial plans that build fresh, new lives and we educate every step of the way...
We are a small independent firm. Barbara and her team are fee-only advisors, adhering to the CFP® Board's strict fiduciary standards of full transparency and putting the customers' needs first...
At Sage Path Solutions, we're a small independent firm, and we like it that way. We don't believe in high pressure sales or quotas. We believe in responsible portfolio design, the fiduciary standard, and full transparency.