Your Path to Financial Clarity and Resilience
What is Sabre’s Financial Fortitude Framework™?
Launching February 2025
Financial Fortitude is about more than just managing money. It’s about building strength, resilience, and sustainability in your financial life. It’s the confidence that comes from having a clear vision, well-defined goals, and a strategic plan to achieve them.
The Financial Fortitude Framework™ is a comprehensive, personalized approach to financial planning and management that empowers individuals, families, and businesses to build lasting financial strength and resilience. This framework is broken down into 3 phases:
Phase 1 - Discover
Phase 2 - Design
Phase 3 - Deliver
We Go Beyond Traditional Financial Planning By:
Aligning financial strategies with your personal and professional visions
Your Financial Fortitude Framework™
1. Vision Discovery (60-90 minutes):
We begin by understanding your unique vision for the future. Whether you’re a business owner, an employee, or focusing on family life, we’ll explore:
- Your personal and professional aspirations
- Your family structure and dynamics
- Your business structure and goals (if applicable)
- Your current career path and life stage
2. Information Gathering:
To build a strong foundation, we’ll need to understand your current financial landscape. We’ll help you gather information on:
- Existing group benefits and retirement solutions
- Individual insurance policies
- Current investments
- Other relevant financial documents
Don’t worry if you’re not perfectly organized – we’re here to help you make sense of it all.
3. Team Analysis (14 days):
Our expert team will carefully analyze your information to:
- Identify gaps in your current financial strategy
- Spot opportunities for optimization
- Develop tailored recommendations aligned with your vision and goals
4. Strategy Session (60-120 minutes):
We’ll reconvene to:
- Review our findings and recommendations
- Discuss how our proposed strategies align with your vision
- Answer your questions and address any concerns
- Agree on next steps and priorities
5. Implementation:
With your approval, we’ll begin implementing your personalized financial fortitude strategy.
This may include:
- Setting up or optimizing group benefits and retirement solutions
- Adjusting individual insurance coverage
- Realigning investments
- Addressing any immediate financial needs
6. Regular Check-ins (10-120 minutes):
Your financial fortitude requires ongoing attention, and we’re with you every step of the way. We’ll schedule regular check-ins (at least annually) to:
- Update your information
- Discuss any life changes that may impact your strategy
- Ensure your financial plan remains aligned with your evolving vision and goals
The Sabre Strategic Partners Difference – Tailored to You
We recognize that each client is unique. Our process is flexible to accommodate your specific needs, whether you’re
A business owner looking to secure your company's financial future
An individual focusing on career growth and personal wealth
A family planning for long-term financial stability and success
What You Need To Know
You get immediate support when you need it:
Life doesn’t always wait for a perfect plan. If urgent financial needs arise during our process, we’ll address them immediately, ensuring you’re protected while we develop your long-term strategy.
You receive clear communication:
We believe part of financial fortitude is making finance simple. Our team will explain complex concepts in plain language, ensuring you always understand your options and the reasoning behind our recommendations.
You have access to comprehensive services under one roof:
As specialists in employee group benefits, group retirement solutions, individual insurance, and investments, we’re equipped to handle all aspects of your financial life.
Your information is secure:
We understand the sensitivity of your financial information. Our process adheres to strict privacy laws and regulatory requirements, ensuring your data is always protected.
You have financial allies now:
Consider us your financial support team. We’re here to:
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- Advocate for your best interests
- Provide clarity when you’re unsure
- Offer support and guidance as you work towards your goals
Ready to Build Your Financial Fortitude?
Establish a framework for financial clarity, strength, and peace of mind. With Sabre Strategic Partners, you’re not just planning for the future – you’re building the resilience to thrive, no matter what life brings. Contact us today to schedule your Vision Discovery session and take the first step towards true Financial Fortitude.