Planning for Today and Tomorrow
At Strata Capital we believe that financial planning is about more than just money, it’s about planning for life. That means having the confidence around your finances to live your best life today while planning for tomorrow.
While we have the most sophisticated tools and resources at our fingertips, our team takes pride in making the complex simple so that you can feel confident in every financial decision.
We Really Aren’t Like Those Other Guys
- Understanding You →
Our approach always starts with understanding you, your preferences, and what is most important to you. - Evaluate and Strategize →
Once we understand who you are, what you’ve done and what you want to accomplish, we can work together to create a plan that puts your preferences and priorities at the center. - Take Action →
We will work with you to develop and execute a strategy tailored to your unique needs and help you with executing your plan today and as life happens. - Review and Optimize →
Review your plan with you regularly so that you can feel confident that you are on track.
Let’s start with a simple conversation so that we can better understand you, your preferences, and what is most important to you. Understanding your goals, intentions, and motivations enables us to better tailor our strategies or recommendations to you and your values. We want to learn how you think about money.
Through understanding you we can:
- Paint a picture of how you want to live today
- Help you identify and prioritize your personal financial goals and the reasons behind them
- Learn about your values and your preferences around your money
- Uncover your mindset when it comes to spending and saving your money
Our current financial analysis paints a picture of your financial life as it is today. From here, we optimize your plan and create strategies that align with your objectives and preferences. Our strategies are thoroughly stress-tested to ensure that even when the unexpected happens, your goals are still on track.
Through in-depth analysis and strategy building, you’ll have a better understanding of:
- Understand how your decisions today impact your future plans
- Know the trade-offs so you can always be in control of your future
- Focus on the things you care about most while identifying opportunities and avoiding obstacles
- Work together to build a timeline for your goals
“Plan for what is difficult while it is easy,
do what is great while it is small”
– -Sun Tzu
We will work with you to develop and execute a strategy designed around your unique needs and preferences. Then work with you to make sure your chosen strategies are in place.
You don’t need to be an expert in finance to feel good about making financial decisions. That’s our job. We will help distill down everything, so you have the information you need to feel confident about making financial decisions.
Execute your plan:
- Understand the pro, cons, and costs of different types of strategies
- Work with you to get all of your accounts in the right places
- Action plan execution timeline
Life constantly changes and so will your priorities and goals. We will be there to help you adjust your plan.
Stay on top of your plan with:
- Meetings to review your progress and make sure you are on track
- Annual action plans to ensure proper execution
- Annual stress testing of your plan so that you are prepared for the worst
- A personal online portal so that you can see where everything is and what it’s worth in real time, all in one place.
When it comes time to begin making decisions, we will distill the information down to what you need so you can make the best decision.
Let us filter down all of the noise to provide you only with the data you need to make financial decisions that make you feel excited about your future.