30 minutes. Generally, that’s enough time for our team to figure out what type of service fits you best. If it’s not, we’ll offer a second consultation.

On Microsoft Teams. The First Half Plan™ is a fully virtual program.

After we learn a bit about you and your financial circumstances, we’ll give you two things:

• Guidance on whether Saratoga or another type of financial service makes sense for you - this is our Right Fit First™ standard.

• Access to our financial blueprint software, where you can organize and maintain an overview of your financial accounts and access some simple planning tools.