The Founding Principles of Sage Wealth Strategy

Over the years, we’ve found that the best client relationships are often with those who have similar values to our own. So, it got us thinking about the importance of understanding your founding principles. Having a clear picture of who you are and what you want to achieve makes it easier to identify the people and strategies that can help you get where you want to go.

Sage Wealth Strategy is built on four core founding principles that help us attract people in alignment with our mission and goals. All four of these principles play an important role in what we do and whom we serve. Scroll below to find out more about our founding principles and the secret sauce behind Sage Wealth Strategy.

Long-Term Thinking

Growing a warehouse of wealth and creating a financial legacy requires long-term thinking. At Sage Wealth Strategy, we’re not simply looking at the right now. We’re thinking about the future and building strategies for the next quarter-century and beyond. That requires having a vision for the future and a willingness to be patient and flexible as we go along. If you don’t have an ultimate goal in mind, you can easily find yourself going in circles and never really getting anywhere.

Having a long-term goal sets you on the right path as you embark on your financial journey. Does that mean the trek will be easy? Of course not! There will always be peaks and valleys, and you may have to make adjustments along the way, but having a long-term vision points you in the direction you need to go to achieve your goal.

Tapping Into Infinite Knowledge

Sage Wealth Strategy is built on the belief that we are all filled with infinite knowledge and that everything we need to know is right inside of us. The trouble is that we live in a world where there’s a lot of noise and misinformation, especially when applied to our finances. But the right information is there, and it’s available to us. We just need to clear the noise to access it. We want to help you tap into that knowledge by eliminating the unnecessary noise. Once it’s gone, you can flourish and grow by focusing on what is important to you.

Empowering Others

Making financial decisions can be confusing and stressful, especially because the financial world tends to operate “behind the veil.” As a result, many people lack the confidence to take control of their finances and actively participate in wealth-building strategies. So, they leave it up to the experts — and that’s the way many in the financial industry prefer it to be.

Unlike others in the industry, we want you to take control. Our commitment to transparency allows us to truly empower others. We would much rather teach you how to fish rather than do the fishing for you. Once you know how to fish, we can all achieve greater growth as we move forward.

Making a Multi-Generational Impact

The final founding principle we want to talk about is making a multi-generational impact. This concept goes hand in hand with empowering others, but it’s an integral part of what Sage Wealth Strategy does. We teach you the process and strategies for taking control of your finances and encourage you to pass that knowledge onto others. By empowering you to share it with your loved ones, we can quite literally spread the wealth and maximize the multi-generational impact those strategies can have.

Want to know more about Sage Wealth Strategy’s founding principles? Click here to tune into Wade’s podcast to hear more about the building blocks that define Sage Wealth Strategy.

Learn how time, money, and purpose is paramount in securing your financial future.