We talk.
We start by getting to know each other. We learn about you – your passions, goals and life. And you’ll learn about us so we can both decide if a partnership makes sense.
We dive deep.
This is the deeper dive into the details. We’ll take a comprehensive look at your life and finances. You’ll help us understand where your priorities lie, and we can start to identify areas of opportunity to align your financial goals with your personal vision.
We design.
Strategic will present Your Plan proposal, a personalized collection of investment and planning recommendations, and a prioritized approach to tackling them.
You think.
At the end of this process, we simply ask you to think about it. We seek long-term partnerships, not quick transactions. There will never be a hard-sell or pressure to say “yes.”
We implement.
Now comes the fun part! We kick-off our partnership with a thorough onboarding engagement. During this phase, we ensure you have everything you need for a successful client experience – we’ll open your accounts, set up your tech, and introduce you to the team members here to assist you.
We refine.
Your life is dynamic, and your plan should be too. We will meet as often or as little as you need while tracking goals and milestones along the way. Our job is to keep you on track so you can focus on what’s most important – living your life.
Still have questions?
With the advisors at Strategic, from the first introduction meeting, it was focused on me and what my goals are. They went at my pace and didn’t pressure me at all.
Melanie, Whitesboro, NY