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If you have decided that fee-only financial planning could be a good solution for you, the next step is to schedule a “Get Acquainted” meeting. This meeting is complimentary, and usually lasts about 30 minutes. We will use this meeting to talk generally about your financial situation and determine if we have a good fit.

In advance of the meeting, we request that you complete the following questionnaires to the best of your ability:


SagePath Financial Planning, LLC

Address

27 State Street #32
Bangor, ME 04401

Fax

888-557-8021

Phone

207-370-4269


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