If you have interest in high-level financial advice and personal service, but are unsure about how to get started, just give us a call and we can discuss if Sapling Wealth Management would be a good fit. We are available for private consultations and low-key coffee meetings. Many of these meetings lead to initial assignments, which will also help determine whether or not Sapling Wealth Management is the right place for you. Places to start include:
Retirement Benefit Plan Assessment: We are available for a one-on-one meeting to discuss the current corporate retirement plan and how that matches up with corporate objectives, including plan design, service levels, investment performance and cost.
Second Opinions: We are happy to act as a sounding board to review prior performance, investment strategies and other wealth management issues and strategies.
Fixed Fee Financial Plan: For a more substantive interaction, some clients prefer to pay for a written financial plan. This is a thorough document that requires detailed analysis and pricing will vary by situation.
Special Situations: The firm will work on an hourly basis on specialized projects, which could include business transitions, asset acquisition/divestiture, project financing, divorce analysis, employment packages and other specialized services.
You may contact us by phone or e-mail.
Sapling Wealth Management, LLC is a registered investment adviser in the State of Washington. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.