Boca Raton, Florida
Your future isn’t waiting and you shouldn’t have to wait for it.
Reach out to us today and schedule some time with one of advisors.
Schedule a Meeting With Joseph Sassano or Call (914) 403-1011
Boca Raton, Florida
We’ll Plan for the Whole Journey, Together.
Sassano Financial Strategies is an end-to-end map of your financial future and how to navigate what’s ahead. It’s our team’s process that makes the magic along the way, accommodating your style with the right level of detail and communication you deserve.
Step 1: Discovery
- Start with your goals & values
- Establish what you need from an advisor
- Map out your current financial picture
Step 2: Strategy
- Evaluate what is needed to reach your goals
- Review of red flags and opportunities
- A strategic plan to get you where you want to go
Step 3: Implementation
- Organize accounts to goals-based investments
- Complete additional planning areas
- Establish our plan for communication and connection