Our Financial Roadmap… A Comprehensive Process For Achieving Your Goals

Sattler Capital Management provides you a structure towards achieving financial success. This is accomplished by establishing a process that we are committed to guiding you through in the following manner:

• In our initial meeting, we get to know you and understand your concerns as to what is important about your finances to you. Additionally at this meeting we collect your financial data and document your current financial picture. This is the start to your personalized financial roadmap.
• At our second meeting, we deliver a complete financial plan that includes investment strategies and making recommendations.
• Depending on your financial needs, we continue to meet with you until these strategies are implemented and then going forward, we meet with you quarterly to keep you on track.

Financial Planning is a process, not a product. Without a comprehensive process and policy for managing your financial affairs, you may not know if you can realistically expect to retire comfortably, support your children’s educational needs, leave sufficient assets for your loved ones or achieve your other financial goals. A financial plan does not assure you will achieve all of your goals, but it does allow you to gauge whether you are on track and what steps are needed to get there. Just going through this process often provides confidence in a complex financial world.