Home Page Content Financial Design to Fit Your LifeYou are unique. Your financial plan should be too. Sage Path Solutions helps you to identify strategies and investments that work for you.How We HelpWe start the process by listening to your story and to what makes you tick. Then we roll up our sleeves, prepare a financial plan, and put your strategies and investments to work.Our relationships are long-term. We keep you on track with regular reviews and make adjustments when life and the markets fluctuate. We believe education makes a difference and we provide you with classes, newsletters, and more.FINANCIAL PLANNINGINVESTMENT MANAGEMENTEDUCATION What Does Your Financial Plan Do For You?You DecideWe want you to feel good about the way we work. Let’s spend a complimentary hour together and get to know each other. After our meeting, you will receive a summary email and a few ideas to think about. Then you can decide if our firm is a good fit for you.Ready to see what's in store for you?Contact UsNot ready? That’s OK too. Sign up for our newsletters, get an education, and stay in touch!