Independent Women
At Strategic, we recognize that women have unique financial needs and priorities.
Whether you’re a female business owner, an independent professional, planning for your family, or managing finances for the first time, we’re dedicated to supporting you. Our approach to Financial Planning and Investment Management is clear, straightforward, and designed to empower you to reach your financial goals.
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Establishing your legacy
We can help you create and maintain an estate plan that protects your assets and your loved ones. We’ll connect you with expert attorneys, review your plan regularly, and ensure a smooth transition of guardianship and inheritance for your children.
Financial planning through a divorce
Divorce is challenging, but with our experienced advisors, you’re never alone. We collaborate with your professional advisors to ensure your well-being, help organize essential documents, and update your financial plans. Together, we’ll transform uncertainty into empowered action, setting the stage for your new start.
Starting over after widowhood
Transitioning into managing family finances can be daunting for widows. Our team of experts offers support in budgeting, estate planning updates, and ongoing assistance, ensuring clarity and confidence throughout the process.
Aging and caregiving needs
Supporting elderly loved ones is challenging both emotionally and financially, but you’re not alone. We guide you through long-term care options, ensure estate plans are up-to-date, and help manage costs to create a balanced plan that meets your family’s needs and provides the right care for your loved one.
Our Approach.
Why Strategic
Your Best Interests. Always.
As an independent registered investment advisor firm, we have a fiduciary obligation to act in your best interests. And as a fee-only firm, we only make money on the assets we manage for you. So, when you make money, we make money. It’s that simple. We don’t sell any commissioned products or receive kick-backs.