“Re-creating money stories, one client at a time”
-Whitney Emanuel, CEO
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 clients reach their goals.
Could your money story use a few edits or a re-write?
“I am passionate about empowering women in the journey of life. As a woman business owner in the financial industry, I am embracing my own story of financial meet 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, Strategic Visionaries.
Welcome to Strategic Visionaries, a Financial Planning company, dedicated to assisting clients in re-creating money stories, one client at a time. What sets us apart in the financial marketplace is we focus on four powerful brand principles - Creativity, Helping Others, Activating Change, and Socially Responsible Investing. We provide full-service financial solutions to our clients by offering financial planning, coaching and education to create a sustainable pathway to financial and life success. Our motivation is for our, business and personal, clients to see and experience their desired money story.
Strategic Visionaries provides asset management & financial planning, partnering with Charles Schwab to provide streamlined & efficient solutions. We customize limitless financial solutions for my clients. We are creative problem solvers for your finances. We aim to inspiring and refining the vision behind your financial life plan. We explore financial life planning to educate, eliminate fear and inspire action.
Dedicated to taking clients from start to finish: VISUALIZE > STRATEGIZE > IMPLEMENT. We make money a MEANS to your END by making the UNMANAGEABLE MANAGEABLE.
We walk the talk every step of the way with our clients as a committed financial success partner.