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Let's Create a Financial Plan

that fits your needs and dreams

Let's Create a Financial Plan that fits your

needs and dreams

Call Us When

When the clarity is there, the decisions are easy.

What We Do

You’re not sure if your investments are right for you.

You want a financial professional to help you set goals and figure out what you can afford.

You’re wondering if you are paying too many taxes and are there other strategies for you?

You want to work with someone who will take the time to educate you. You’d like help staying on track, financially.

You want to know how to protect your assets.

You are curious about your Social Security options and what’s best for you.

You’d like to organize your affairs for your incapacity and the eventual transfer to your heirs.

You want to leave a legacy to your favorite charity and are curious about the best way to do that.

Your journey begins

with a complimentary phone call.

BOOK A CALL

All client services

are tailored to fit

  your needs and your budget.

What’s next?

Let’s have an exploratory, complimentary call to evaluate your next best steps and see if we are a good fit for each other.

BOOK A CALL

What’s next?

Let’s have an exploratory, complimentary call to evaluate your next best steps and see if we are a good fit for each other.

BOOK A CALL

Disclaimer

Sage Path Solutions does not offer tax or legal services but may provide references to tax or legal providers. Sage Path Solutions may also work with your tax preparers or legal counsel.

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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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