Can you recall some of the “defining moments” of your life?
If you’re like most people, these moments include things like graduating from high school or college, starting your first job, getting married, having children, or retiring from a former profession.
In the life of a business, there are also defining moments.
When I started SageOak a few years ago, I had an idea of the type of firm I wanted to create and the types of people I wanted to serve, but it was just that…an idea.
Over time, however, that idea has evolved and the financial industry has changed substantially.
To keep up with this sea of change, and to help better serve our clients, SageOak has experienced a few “defining moments” that I thought I would share with you in this post…
1. New partnership to better serve Gen X and Y clients
We recently joined forces with the XY Planning Network (XYPN), an organization dedicated to helping advisors better serve Gen X and Gen Y (Millenial) clients and their families.
Check out this page to learn more about XYPN and how they help advisors like SageOak provide better service to their younger clients.
Even if you’re not considered part of Gen X or Gen Y though, our partnership with XYPN still benefits you because it helps us stay up to date with the latest and greatest technology offerings to help better serve clients in EVERY generation!
2. Cutting-edge technology to help save you time and money
Speaking of technology, at SageOak, we use technology to provide our clients with the first-class service they expect and deserve from a holistic financial planning and wealth management firm.
Just a few of the technology tools we’ve implemented in our firm over the past 6-12 months to better serve clients include…
- Blueleaf – Track investment performance, see all your accounts in one place, and securely share documents with your advisor
- Join.me – Share your computer screen with your advisor to collaborate on your finances in real-time, anywhere in the country
- Calendly – Schedule a phone call or appointment with your advisor at your convenience
Want instant access to these important client tools (and more!) right at your fingertips?
Save the SageOak client page as an “app” on your smartphone or tablet’s home screen using the instructions found here.
3. Simple and transparent pricing with no surprises
If you’ve ever tried to figure out exactly how or how much your financial advisor gets paid, you know it’s a pretty daunting task!
But not with SageOak.
Our pricing structure has always been simple and transparent, with no surprises.
In fact, we value transparency so highly, that you can find our pricing listed RIGHT HERE on our website.
Take that Wall Street!
4. Renewed focus to better serve Christians and their families
As most of you already know, the advice we provide clients at SageOak is based on timeless Biblical wisdom and principles that are backed up by decades of research in the field of financial science.
This does NOT mean we can’t serve clients who don’t identify with the Christian faith. In fact, we’re happy to (and we do!) serve individuals and families regardless of their religious background!
In the last 6-12 months, however, our marketing has had an obvious “faith-based” focus to better serve individuals and families who desire to use their money to live out their values.
The bottom line is this…
If you want an advisor who will help you save money and free up time to focus on the things most important to you, such as faith, family, and friends, then we are and will continue to be a great fit for you!
Define the Moment
In the classic golf movie, Tin Cup, the main character (played by Kevin Costner) has a great quote about “defining moments” in people’s lives.
Here’s what he says…
When a defining moment comes along, you can do one of two things…either you define the moment…or the moment defines you.
So, with all of these “defining moments,” where does this leave SageOak?
And more importantly, where does this leave you, as a current or prospective client?
Well, if you’re a current SageOak client, you’ve already been benefiting from the changes and “defining moments” listed in this blog post for quite some time now!
And if you’re a prospective client, the list above includes some of the things you’ve been missing out on by not having SageOak as your financial advisory firm!
Regardless of any current or future “defining moments” though, at SageOak, you can ALWAYS count on us to…
- Always act in your best interests
- Develop a plan to help you reach your goals
- Help you save money and free up time to focus on what’s most important to you
And when you really stop to think about it…isn’t that what really matters?
Want to explore whether or not an advisory relationship with a firm like SageOak makes sense in your situation?
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