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
To learn more:
About Us
ABOUT SAGE CONSULTING
Sage Consulting is an independent holistic financial consulting and services firm in Woodbury, Connecticut, serving individuals, families, professionals, and businesses. Sage Consulting was founded by Margaret S. Arndt, its principal and an independent holistic financial and life planning consultant, dedicated to providing wealth management and holistic planning services and resources that empower clients on their path toward financial well-being, the manifestation of their goals and dreams, and a fulfilling and abundant life in alignment with their deepest values and life purpose.
Margaret draws upon the vast resources of the firm and its affiliate professional relationships to best address her client’s needs, goals, dreams, and values.
Sage Consulting’s independence enables Margaret to properly represent her clients’ interests, provide objective and impartial advice, and gives her access to a wide array of non-proprietary products and services in order to customize wealth management and capital accumulation strategies for her clients.
Sage Consulting’s guiding principles are Integrity, Commitment, Service, and Kindness.
ABOUT MARGARET S. ARNDT
Margaret S. Arndt is the principal advisor of Sage Consulting and an independent holistic financial and life planning consultant, who has been helping individuals, families, professionals, and businesses address their goals and dreams and work toward financial well-being since 1982.
Her goal and commitment is to be your trusted advisor by providing wealth management and holistic planning services that include comprehensive financial planning; holistic life planning; objective, impartial advice; customized financial strategies; a wide array of non-proprietary financial products and services; and a collaborative team-based approach using the resources of a network of specialists.
Her guiding principles are based on the traditional values of hard work, commitment, loyalty, uncompromising quality, integrity, a high standard of personal service and professionalism, and kindness. She operates under a Financial Hippocratic Oath and is a signatory of Humanity's Team Conscious Business Declaration.
Her approach is holistic, thorough, and comprehensive in addressing her clients' financial and overall affairs, and thoughtful and sensitive in navigating the planning process with her clients.
She addresses five cornerstones to a sound financial plan and has developed a five-step financial planning process to help clients address their financial needs and goals.
Experience, Credentials, and Resources
- An experienced financial consultant since 1982 and the principal advisor of Sage Consulting.
- A fee-based Financial Planner and Investment Advisor Representative through her affiliation with Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.
- A Registered Representative since 1982 with several industry licenses (insurance and series 6, 63, and 65), so as to help clients implement their financial plans.
- With access to quality financial products, services, and resources through her affiliations with Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor, and top rated providers and specialists in the financial services industry.
- Margaret works collaboratively with a network of specialists - such as Attorneys, Accountants, Third Party Money Managers, Pension Consultants, and College Planners - in helping clients address their financial needs and goals.
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Margaret has also developed a holistic dream mapping process and workbook to help clients identify, manifest, and live their dreams and visions in alignment with their deepest values and life purpose in all areas of their lives.
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Personal
Margaret lives happily with her partner David and their daughter Abigail in Woodbury, CT.
She hosts holistic community gatherings and retreats, is a founding member of Conscious Evolution Boston and Credit To The People evolutionary hubs, and developed “Dream Mapping, The Art of Creating Our Lives and Manifesting Our Dreams in Alignment with Our Deepest Values and Soul Purpose” - to help evolve our consciousness and transform ourselves and the world.
Her other interests include writing, reading, landscape watercolor painting, meditation, drumming, shamanism, and outdoor activities, including walks in nature, hiking, skiing, and swimming. During her younger years, she was an avid ski-racer and later a part-time ski-racing coach.
Margaret is an alumnus of The University of Vermont in Burlington, VT and The Hotchkiss School in Lakeville, CT.
ABOUT CAMBRIDGE INVESTMENT RESEARCH, INC.
Margaret S. Arndt is a registered representative with Cambridge Investment Research, Inc., an independent broker-dealer, and is an investment advisor representative with Cambridge Investment Research Advisors, Inc., an independent registered investment advisor.
“You control the journey” is the motto at Cambridge Investment Research, Inc., committed to maintaining a culture of independence for its representatives and their clients since its inception in 1981*. Together with their representatives, their loyalty belongs exclusively to their clients -- not to a parent company. This independence enables representatives to establish working relationships with a number of industry-leading brokerage firms, third party money management firms, mutual fund companies, and insurance providers whose wide array of products and services representatives utilize to customize wealth management and capital accumulation strategies for their clients. Cambridge representatives recommend only those products and services that can be tailored to suit their clients' unique needs and goals.
Cambridge’s core values of Integrity, Commitment, Flexibility, and Kindness are the foundation of their culture and guide their decisions, which is what has helped them gain national prominence in the financial services industry.
For more information, go to: https://www.joincambridge.com/investors/
* Cambridge and its predecessor broker-dealer
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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.
