Fiduciary
Bound to a best-interest standard. Company agnostic. We work for you, not an institution. Our independence is important to who we are because our clients have the confidence of knowing we will not push the agenda of any institution and are truly putting their needs above all else. Our advice is driven by our clients.
Relationship
Most financial planning firms emphasize the financial plan as being their client experience. The problem with this approach is that it is "set it and forget it." At Strata Capital, we consider the financial plan to be a prerequisite, the same as a blood panel for a doctor. The financial plan itself is just the beginning. What separates us from our peers is how we work together after the initial plan is created. Your life will change, and so will the services you want from your adviser. A financial plan should be a living document that changes with you. Our emphasis on relationship and collaborative decision-making ensures that your plan will always reflect who you are and what is most important to you.
Simplify
We understand life gets in the way and finances can get messy. Simplifying your accounts, statements, and online access is a great start to managing your finances. We want to diminish the anxiety of you looking at your accounts or wondering where they are held. The complex does not have to be complicated. If your situation is more intricate and requires a more in-depth analysis, we are more than capable. Save the complex matters for us. We will display the concepts and solutions in a simple fashion so it is easier to make decisions and you can get back to being you.
Consultative
Our first step, always, is to understand you and who is important to you. Great financial planning is defined differently for each one of our clients. It usually falls somewhere in between what feels good and what makes the most sense with your money. If you look at your life as a business, where you are the CEO, our task as your personal CFO is to arm you with the knowledge and data to help you make the best decisions.
Technology
We are on the front lines providing the best technology solutions for our clients. Innovation is top of mind for us so our clients can manage their financial lives more efficiently. We also ensure we are always using state-of-the-art tools to ensure our clients have the most accurate analysis of their financial situation.
Analysis
Our job when you hire us to solve a problem is to put the math behind your needs, wants, and dreams. We look at you, your family, and your business as a corporate institution that needs an in-depth assessment of where it is today and where it is going in the future. Piloted by our expertise, we use analysis formerly used for institutions to ensure we are considering all variables and managing all risks when forecasting your future.