Your Next Step
The task of creating a financial plan can be daunting. At Strategic Financial Management, Inc., our goal is to make sophisticated financial services easy. So what can you expect?
We begin with an initial appointment to discuss your current financial situation and your future goals…at no cost. From this meeting, we establish your financial profile and your objectives.
Combining goal-based advice with sophisticated statistical modeling, we will develop an effective, easy-to-understand method for you to prioritize and pursue your important life goals.
The choice is yours: move forward and embrace your financial future. You have the freedom to select the presented products that will best help you pursue your goals.
We will also regularly monitor your progress towards meeting those objectives in your plan. Using that knowledge, we can modify to match your evolving needs and maximize your opportunity for success.
How we communicate with you…
- Monthly digital newsletters
- Educational videos
- Periodic telephone conversations
- Periodic face-to-face reviews
- Online account access
- Periodic seminars