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®.
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 that we focus on four powerful brand principles: Creativity, Helping Others, Activating Change and Social Responsibility. We provide full-service financial solutions to our clients by offering financial planning, coaching and education to create a sustainable pathway to financial life success. Our motivation is for our clients to see and experience their desired money story.
Strategic Visionaries provides asset management & financial planning. We partner with Securities America to provide streamlined & efficient solutions. We are creative financial problem solvers and customize limitless solutions for our clients. We inspire action and refine the vision behind your financial life plan through education and eliminating fear.
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.