The First Half Plan™
The First Half Plan™ is the financial planning system Saratoga uses with Gen X and Millennial clients
Built for clients between the ages of 30 and 60
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A complimentary consultation lasting between 15 and 45 minutes. In the process of booking your consultation, you’ll answer a few questions to help guide our conversation. Once we get to know you, we’ll provide some guidance as to next steps via our “Right Fit First” standard.
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Our Right Fit First™ standard means that before you become a client, our first job is simply to listen and understand your situation. Based on that conversation, we’ll tell you whether we believe Saratoga can add meaningful value to your financial life. If we don’t think we’re the best fit, we’ll say so, and we’ll help point you toward other options that may be better aligned with your needs.
Learn
Makes complex financial topics and strategies simple and accessible
The result of 30+ years of refinement
Why is it important to use a financial planning system that has been built for your particular needs? Because most services in our industry have been built
Below, you’ll find the three phases of the First Half Plan™.
Plan
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Our Right Fit First™ standard means that before you become a client, our first job is simply to listen and understand your situation. Based on that conversation, we’ll tell you whether we believe Saratoga can add meaningful value to your financial life. If we don’t think we’re the best fit, we’ll say so, and we’ll help point you toward other options that may be better aligned with your needs.
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A clear view of what financial advice should look like, what types of companies exist to provide financial advice, and which of those companies might makes sense for you.
Implement
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Our Right Fit First™ standard means that before you become a client, our first job is simply to listen and understand your situation. Based on that conversation, we’ll tell you whether we believe Saratoga can add meaningful value to your financial life. If we don’t think we’re the best fit, we’ll say so, and we’ll help point you toward other options that may be better aligned with your needs.
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A clear view of what financial advice should look like, what types of companies exist to provide financial advice, and which of those companies might makes sense for you.