Sage Financial Planning
4654 Idaho Street, San Diego, California, United States
About the Sage Financial Planning
Sage Financial Planning, located at 4654 Idaho Street in San Diego, California, is an accounting and finance institution dedicated to helping early and mid-career professionals understand and improve their financial situations. With a focus on creating realistic plans to achieve future goals, Sage Financial aims to reduce financial stress and anxiety, allowing clients to focus on what truly brings them joy in life. As a Registered Investment Advisor with the State of California, Sage Financial offers personalized financial advice and guidance to help clients make informed decisions about their money. Led by Shannon Fleener, CFP®, the team at Sage Financial is committed to working alongside clients to help them design the life of their dreams.
Photos of Sage Financial Planning
4654 Idaho St, San Diego, CA 92116, United States
Opening hours of Sage Financial Planning
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews of Sage Financial Planning
"Shannon at Sage Financial Planning helped me plan for my retirement. I had to choose between plans offered by my employer and she helped me see the future outcome for both while offering advice and knowledge on both sides. She is compassionate, intelligent, and easy to work with. I recommend her without hesitation! My retirement account is now set and I am on track to reach my goals. Thanks Sage!"
"Working with Shannon and Sage Financial Planning was incredible! I had never worked with a financial planner before and I always felt hesitancy and was intimidated by finances. Shannon made the process super easy--she is warm and friendly and very detailed. We worked on creating a detailed budget, reviewing my inflows and outflows, and we discussed my financial goals. I would highly recommend Sage Financial for anyone wanting to maximize their finances."
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