Sage Consulting
Margaret S. Arndt
Holistic Financial Consultant
www.sageconsultingresource.com
marndt@sageconsultingresource.com
(203) 405-3276
Holistic Financial Consulting for Personal and Planetary Well-Being
"Money is a current,
a carrier, a conduit
for our intentions.
Money carries
the imprimatur
of our soul.”
– Lynne Twist, The Soul of Money
“Through the wonderful
tool of money
we can speak who we are and touch the world.”
– Lynne Twist, The Soul of Money
Welcome to Sage Consulting!
- Holistic integrated approach aligned with your goals and values
- Commitment to your financial and overall well-being
- Comprehensive financial planning services and customized strategies
- Financial planning for a socially responsible and sustainable world
- Dedication to personal service and professional excellence
To learn more:
- Investment Planning,
Portfolio Management,
Risk Management,
Socially Responsible Investing
- Retirement Planning
- College Planning
- Insurance Planning
- Estate Planning
- Charitable Giving
- Budget Planning
- Business Planning
- Executive and Employee
Benefit Planning
- Holistic Life Planning
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative,
Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Sage Consulting and Cambridge are not affiliated.
Fee-based and investment advisory services, investment products and services, and insurance products are available only to residents of CT and MA.
Check the background of this investment professional on FINRA’s BrokerCheck.
Welcome to Sage Consulting, an independent holistic financial consulting and services firm in Newton, Massachusetts, serving individuals, families, professionals, and businesses.
Margaret's mission is to be your trusted advisor who guides you from where you are now to where you want to be through a thoughtful, holistic, and comprehensive planning process, financial and/or life planning.
Her commitment to providing ongoing care, personal service, and a high standard of professional excellence helps her clients stay on path with their goals and dreams.
The following summarizes the wealth management and holistic planning
services Margaret provides:
1. A comprehensive review of clients’ needs, goals, dreams, lifestyle, and
values - in order to uncover what is truly important to them
2. Comprehensive financial planning that…
a. addresses risk management, wealth building, wealth preservation,
wealth distribution, and wealth transfer
b. responds to clients’ changing needs and goals, and
c. helps clients leave a meaningful and enduring legacy
3. Customized wealth management and capital accumulation strategies in
alignment with clients’ goals and values and based on objective and
impartial advice, a wide array of non-proprietary financial products and
services, and a collaborative team-based approach using the resources
of a network of specialists
4. Strategies that allow clients to align their investments with their values
and ideals for a socially responsible and sustainable world
5. Holistic life planning to help clients experience overall well-being,
prosperity, and abundance, manifest their goals and dreams, and make
a positive and meaningful difference in the world.
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Margaret invites you to contact her to learn more and begin the
journey toward reaching your goals and manifesting your dreams!
To get started with identifying and prioritizing your interests, needs,
and goals, Margaret invites you to contact her for a DISCOVERY SURVEY - Personal, Business, and/or Holistic.
Whether your needs and goals are broad-based or focused, identifying
them and implementing customized strategies could help improve
your future.
Sage Consulting was founded by Margaret S. Arndt, an
independent holistic financial consultant and life planning consultant since 1982, who is dedicated to providing wealth management and holistic planning services and resources
that empower clients on their path toward financial and overall well-being, the manifestation of their goals and dreams, and a fulfilling and abundant life in alignment with their deepest values and life purpose.
