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Three Paths to Planning

Three Paths to Planning

Platinum Path

We believe the best methodology for financial planning is a holistic approach. Start each year with an annual planning meeting to talk about what brings you joy in the current year and in the years to come. Sage Path will create and manage an investment portfolio that aligns with your goals, and at the end of the year, we meet and look for tax reduction strategies. This plan also includes Your Family Binder, a survival kit for your heirs, should anything happen to you. Attendance at our Masterclasses is included.

Gold Service

How can you live your best life? Wouldn’t it be fun to see what you truly can afford? What if you had a team that keeps you on track each year? We want you to have a joyful life. Our Gold Service offers an annual financial planning meeting and a investment portfolio management that is designed to fit your needs and dreams. Attendance at our Masterclasses is included.

Financial Planning Masterclass

Let’s face it, financial planning is a complex area, and no one teaches this stuff. Wouldn’t it be great to feel like you are making confident, informed decisions? Each month we meet over zoom with professionals from all walks of life. We dig into areas that include investment fundamentals, tax, caring for elderly parents, and more. Enjoy a safe environment where you can talk with your peers and ask questions. You’ll also have access to a learning vault with tutorials and calculators. This series is great if you are self-managing your investments or working with a professional. All are welcome.

Financial Planning Master Class

  • Financial Planning Master Class, a Monthly Series
  • Sage Path Training Vault and Calculators
  • Market Memos
CHOOSE THIS PATH

Platinum Plan

  • Annual Planning Meeting
  • Comprehensive Financial Plan
  • Annual Tax Strategy Meeting
  • Semi Annual Investment check in
  • Family Binder / Asset Protection
  • Social Security Optimization
  • Legacy Planning
  • Ongoing Access to CFP®
  • Investment Management
  • Financial Planning Master Class, a Monthly Series
  • Sage Path Training Vault and Calculators
  • Market Memos
CHOOSE THIS PATH

Gold Plan

  • Investment Management
  • Annual Planning Meeting
  • Financial Planning Master Class, a Monthly Series
  • Sage Path Training Vault and Calculators
  • Market Memos
CHOOSE THIS PATH

"We believe a good financial plan begins with your story and your visions. Let’s design a financial plan that works for you."


When the clarity is there, the decisions are easy.

You Don’t Have to Do It Alone

You’ve been through, or are going through, one of the most difficult periods in your life. You are rebuilding on a new budget, taxes change, social security options can be complex, and your need for asset protection has never been greater.

When You Work With Us

We help you get clear on your life and money goals. Then we roll up our sleeves and create a financial plan and investment portfolio that aligns with your visions. We feel it is important to meet at least semi-annually to update your plan as the markets and your life evolves. As always, we are educating you along the way so can make informed and confident decisions.

Who We Serve

Our process is holistic and we give your money the attention it deserves. If your investments are a minimum of $750,000, then we welcome the opportunity to discuss how we can work together to create a plan for the life you love. Not there yet? No worries. Click over to our Keep Learning Page and take advantage of our complimentary calculators and educational events or click here for other options.

Process and Fees
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Barbara Norman, CFP® CDFA® ChFC®
4812 Lorraine Dr. San Diego, CA 92115
(619) 501-6011 | [email protected]

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