Building Your Strategic Plan
5 Step Planning Process
Strategic Financial Group has a 5-step planning process to build a comprehensive, holistic plan designed just for you.
- During your first visit, our team wants to get to know you and understand your goals and aspirations. In turn, we want to share our investment philosophy and planning process with you.
- Our team analyzes the information gathered in the Discovery meeting and prepares a plan proposal with specific recommendations based on your current and long-term objectives.
- Together, we will customize a comprehensive plan that will help you accomplish your goals and objectives.
- We will work closely with you to implement the specific strategies recommended in your action plan. Your plan will evolve as your needs change over time.
- Our team will schedule regular reviews with you to evaluate your progress and make necessary adjustments.