We are excited to announce that SagePath Financial Planning has merged with Goldman Financial Planning, effective August 1, 2018. Like SagePath, Goldman Financial Planning is an independent Maine-based fee-only financial planing firm dedicated to providing trustworthy advice to everyday people.
The combined team of CERTIFIED FINANCIAL PLANNER™ professionals and support staff will now serve clients from offices in both Bangor and Falmouth (greater Portland). The new firm will be jointly led by Goldman Financial Planning's Michael Goldman, MA, CFP® and SagePath's Abby Morton, MBA, CFP®.
Whether you have already received services from SagePath, want to schedule a complimentary Get Acquainted meeting, or simply want to explore whether fee-only financial planning could be a good solution for you, here's how to get in touch:
SagePath is a fee-only financial planning firm based in Bangor, Maine founded by Abby Turner Morton, MBA, CFP®.
Abby founded SagePath to provide accessible financial planning services to clients of all types, regardless of age, assets, or level of financial expertise. By providing comprehensive financial planning services on an hourly, as-needed basis, Abby offers a unique and flexible approach to building a financial plan.
As a member of the Garrett Planning Network, Abby is committed to the fee-only model of providing independent, objective financial planning services and advice to people “from all walks of life.” In addition, Abby is a member of the National Association of Personal Financial Advisors, a professional organization promoting fee-only, client-centered comprehensive financial planning
Goldman Financial Planning (Goldman FP) is a fee-only financial planning firm located near Portland, Maine. Goldman FP specializes in helping everyday people while upholding a fiduciary standard. Clients can choose from a wide array of services – from a one-time planning project to ongoing advisory services for all aspects of your financial life. Goldman Financial Planning has no minimum income or net worth requirements. Learn more about the Goldman Financial Planning team.