Welcome to Strategic Planning Corporation, a wealth coaching firm dedicated to helping our clients discover and achieve their true purpose for money.
We live in a world of financial chaos: market volatility, information overload, and unlimited financial products from which to choose. We’ve also witnessed financial scandals that have had a dramatic negative impact on the wealth of many people, not to mention threats to our national security.
While personal finance is supposed to be a logical process based on sound analytical principals, many people have found it difficult to maintain composure during these turbulent times. As a result, many people make decisions that run completely counter to their best interest.
Adding to the problem is the fact that many so called “advisors” are actually product salesman in disguise. They offer free advice in the hopes of a product sale. Or worse, they provide investors with voluminous reports that don’t simplify the process, but rather create even more confusion and feelings of uncertainty. Simply put…
Traditional Financial Planning has failed. It is not a solution, but rather a part of the problem.
Our mission is to serve not as your broker, or your insurance agent, or even your planner. Our mission is to serve as Your Coach. To first learn what must happen to live your life without any regret, to evaluate your strengths and weaknesses, and to guide you to implement a plan for achieving your stated objectives.