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Strategic Planning

Job Interview

“A goal without a plan is just a wish.” Antoine de Saint-Exuperyng 

We all have goals, unfortunately many of us don’t have a plan to achieve them. As your life complicates, so do your finances.

When clients come to us, their finances often resemble an unfinished puzzle more than a comprehensive, cohesive strategy. They have the right pieces, but they’re spread around with little understanding of how these pieces come together. Your strategic plan is the picture on the box of your financial life puzzle.   

Your strategic plan starts with understanding your goals, analyzing where you are today, and developing a simple, easy-to-understand strategy to get you to where you want to go. After creating your strategic plan, we work to help you analyze, adapt, and accomplish your plan as your life changes. We leverage technology to help you stay on track and monitor your progress towards achieving your definition of success. An overview of our process is shown to the right. 

Good Strategic Planning.jpg

Ideal for: 

Clients who want to better understand how the pieces of their financial life fit together and make sure each piece has a purpose in achieving their goals. 

Clients who want to simplify their finances into a cohesive, easy to understand strategy. 

Clients who have control of their finances, but would rather spend their time on the things that matter most to them. 

Clients looking to have a professional assist in accomplishing the tasks in their strategic plan.  

Length of engagement:


As your life changes, shouldn’t your plan?

While setting up your plan is important, it’s just as important to continually update it. Each year we work with you to adjust, revise, and update your strategic plan to meet your needs.  

How we're compensated: 

We believe in fee transparency, getting what you pay for, and a fiduciary relationship that’s solely in your best interest.

Because of that, we charge an annual fee based on the complexity of your situation. This fee is based on an easy-to-understand point system.  

Chess Pieces

Get Started with Your Plan

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