Our goal is to help clients create lifetime and legacy benefits using models to accomplish financial goals. Our financial models for individuals and businesses are designed to increase wealth, reduce risks and taxes, and protect against wealth eroding factors. Strategic Planning Inc. doesn’t tell clients what to think but does show them how to think about making their own educated financial decisions. Various software building models are used to simplify and organize our clients’ financial worlds.
Strategic Planning Inc will complete a full questionnaire with the client, collecting all legal, risk management, investment, and tax information to assess the client’s current life position. Questions are asked, objectives and facts are collected to understand the history of a family and develop a clear understanding of their financial situation. Strategies and considerations are put together in each area to reflect changes necessary to complement the best economic model. Annual reviews verify the direction of all plans and also allow for flexibility and change.
The business planning process is similar to the personal process, where all data about the business objectives and structures are evaluated along with the employee data. We will then propose a financial strategy calculated to improve the net worth and balance sheet of each business. The business evaluation may include leadership evaluation directly tied to performance-based goals. Reviews are conducted to verify the progress in the models selected when implemented.