Looking for more than a cookie cutter financial plan?
We provide customized values-based financial planning to courageous individuals.
Strategic Visionaries is a company that creates sustainable change in client’s money stories. Sustainable financial planning is what we do.
Looking for a customized financial solution?
Woman-owned, family focused, and hardworking.
We want our client goals to align with their values.
Could your money story use a few edits or a re-write?
“I am passionate about activating clients on their life journey. As a woman business owner in the financial industry, I am embracing my own story of financial meets fashion everyday as I creatively live my brand. If you are looking to re-create your money story, I look forward to helping you make that dream a reality.”
– Whitney Emanuel, CEO, CFP®, CRPC®.