The Sailer Financial Navigator™

A relationship with Sailer Financial begins with The Sailer Financial Navigator™. The goal is to develop a consolidated financial compass that removes all behavioral biases. This distinctive Financial Planning Process is a series of meetings designed to customize a financial plan to your individual set of circumstances.

  • Complimentary Initial Consultation

    (Meeting time: approximately 90 minutes)

  • The Foundations Meeting

    (Meeting time: approximately 30 minutes)

  • Chart a Course

    (Meeting time: approximately 1.5 - 2 hours)

  • Set Sail

    (Meeting time: approximately 1.5 - 2 hours)

  • Anchor Down

    (Meeting time: approximately 1.5 - 2 hours)

  • The Sailer Financial Goal Tracker™

    (Typically 1 - 2 hours)