At Strittmatter Wealth Management Group, we believe in freedom. Freedom to enjoy life without worrying. Our core purpose is to help each client pursue financial independence by providing access to options and sophisticated strategies. We strive to accomplish this by providing comprehensive wealth management that addresses all of your financial needs.
We begin with the end goal in mind so we first define exactly what your goals and objectives are. We make them concrete by writing them down and by applying the SMART goal methodology to make sure they are realistic.
Next we gather your financial documents. This includes investment statements, tax statements, estate planning documents and many others. This helps us to identify where you are at financially. Once we define were you are we can then begin to create a road map for where you want to go.
In this step we utilize our years of experience to analyze your situation to identify strengths and weaknesses in your current financial situation. To help us do this, we utilize one of the most sophisticated financial planning software in the industry called eMoney. Through the use of this software we can create unlimited planning scenarios. This tool is also a very dynamic personal wealth management tool for our clients as well. Take a look at the eMoney video to see more.
We next prepare a customized plan of action to educate you on your options as well as give you specific recommendations on what we think will help you pursue your goals in the most efficient and cost effect manner.
Implementation is the key to pursuing your goals. At Strittmatter Wealth, we use comprehensive tools and strategies to help our clients implement your plans. We are with you every step of the way to educate you on your options and to help you make the important decisions.
The one true constant in life is change. Whether in our personal lives, the economy or the legislative landscape, these changes affect our financial lives. By doing ongoing planning with our clients, we ensure that as these changes occur, we make adjustments to their plan and to their investments. It is through this proactive relationship that we seek to keep each client on track and pursue financial independence.