Our “whole person” approach is comprehensive and encourages pro-activity. Clients are never obligated to use multiple services, but many do. No matter the service, our interdisciplinary team works behind the scenes to consider multiple factors before a solution is presented. Our clients really respond to this approach, reporting a heightened level of confidence and convenience.
Not all financial firms operate this way. In fact, most don’t. The Strebel Planning Group takes a “whole person” approach to the business of money.
For far too long, banks and investment brokers have made recommendations based on how much money you have, rather than what you want it to do for you. Risk tolerance is rarely considered. Your information is plugged into a formula that emphasizes growth, when what’s needed is principal protection.
This issue spans beyond investments. Accountants have also been guilty of reporting to the government what happened the year prior rather than work with clients to improve their tax situation.
We intentionally limit the number of clients we work with. Our goal is to have a smaller number of deeper relationships rather than trying to be all things to all people. Not everyone is right for us, as we are not right for everyone. From our initial contact, we strive to determine whether we’re a good match, not only from a product and services standpoint but also from an interpersonal perspective. If we don’t feel we’re the best fit for your situation, we will help to refer you to a more suitable provider.
No matter what product or service has drawn you to our firm, we encourage you to take advantage of our free “get acquainted” meeting to see if our approach fits within your goals and needs. We look forward to meeting you!
