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6465 Wayzata Boulevard Suite 350 St. Louis Park, MN 55426

952-905-2210
request@thesfc.com
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Our Process

At Strategic Financial Concepts we specialize in helping clients develop a comprehensive financial plan that fits their unique situation and allows them to work towards meeting both short, intermediate, and long-term objectives.

Financial Planning in your Best Interest

At Strategic Financial Concepts, we believe everything starts with your goals. Over the last 30 years, we have developed and refined a process that puts all the pieces of the financial puzzle together for clients as their life unfolds and needs evolve.   

The financial planning process allows us to identify your short-term, intermediate-term and long-term goals. Once your goals have become clear, we develop a written plan on how we can work together to achieve these goals. 

Once the plan is developed, we provide individual strategies in the 6 areas of financial planning (financial position, protection planning, investment planning, tax planning, retirement planning and estate planning) to ensure your plan is addressed.

Our process helps you work towards:

  • Define your goals and objectives
  • Secure your family’s financial future
  • Maximize your income while minimizing your taxes
  • Face the future with confidence rather than fear when it comes to achieving
    your financial success
  • Helping you move from success to significance

Our process begins with an introductory meeting to determine if we are the right fit for each other

PHASE 1: DISCOVERY PROCESS

Our first meeting, will be at no cost and no obligation in order to get to know each other, understand your goals and objectives, understand your current financial situation, and review the types of services we provide to fit your needs.

PHASE 2: DESIGN PROCESS

As we move into the second phase, we will organize your financial life & estate, gain a deep understanding of your net worth, analyze your cash flow, review your taxes, and help prioritize your goals & objectives. All of which will be used for developing a plan to reach your short-term, intermediate-term, and long- term goals.

PHASE 3: IMPLEMENTATION PROCESS

The third phase encompasses careful analysis in which we develop and deliver a customized financial plan that includes specific recommendations and solutions to fit your situation and unique needs.

PHASE 4: DEDICATED SERVICE, SUPPORT AND MONITORING

After the plan implementation, we will serve you providing active management of your plan and investments with ongoing advice to you and your family.

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