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Our Values

Strategic Visionaries, a Financial Planning company, is guided by four powerful value principles:

  • Creativity -- we are unique and thrive on thinking outside of the box. We believe in personal empowerment and that everything is powerfully and energetically connected to our goals. 

  • Helping Others – we focus to inspire action, creatively solve problems, and re-write money stories one client at a time.

  • Activating Change – change is uncomfortable and embarking on a new financial road can be challenging. That is where we come in to activate and assist clients in implementing their plans to reach their goals. 
  • Socially Responsible Investing - We believe in contributing to our communities, regions and world by making a positive impact through energy, education, wellness, advocacy, employment and sustainability.

“The perfect woman, you see is a working woman; not an idler; not a fine lady; but one who uses her hands and her head and her heart for the good of others.”

-Thomas Hardy

Creativity

Strategic Visionaries is unique and thrives on thinking outside of the box. We believe in activating personal empowerment and that everything is powerfully and energetically connected to our goals. We also believe in limitless financial solutions; therefore, we don’t have a one-size-fits-all approach.

Strategic Visionaries understands that creativity isn’t necessarily a point A to point B road map, especially when it comes to financial planning. We take our clients from the big picture all the way through the details of financial strategy to implementation. Each financial action plan is custom designed to achieve our client’s financial goals.

Helping Others

Strategic Visionaries was created out of a desire to help others through education, obtaining goals and contributing powerfully to the community. We are values-based company and believe that in order to build an effective plan, we must understand what our clients value the most. A financial plan with a foundation based on core values creates a solid base from which to build and grow. Our clients see themselves through the lens of their own values – an effective visioning tool for strategic planning and plan implementation.

The experience of our clients reaching their strategic goals and living the life they create is the meaningful work we invest in every day. It is the “why” behind what we do – re-create money stories for a sustainable financial future.

Activating Change

Strategic Visionaries, as a strategies-based firm, is all about inspiring action, creative problem solving and focusing on client’s financial goals. Change is uncomfortable, and for some embarking on a new financial road can be challenging. That is where we come in to activate and assist clients in implementing their plans by:


Removing
roadblocks that impede the vision.


Identifying
the areas of opportunity to change money behaviors.


Keep
on plan through support, education, and advocacy.


We are a company that creates sustainable change in client’s money stories.


We walk the talk every
step of the way with our clients.

Socially Responsible
Investing

Strategic Visionaries is a leading financial planning firm that specializes in socially responsible investment strategies. We believe in contributing to our communities, regions and world by making a positive impact through energy, education, wellness, advocacy employment and sustainability. We align personal beliefs with financial planning.

Reach out to see how we can assist you in creating a sustainable investment portfolio and plan.

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