Here is our Roadmap
Welcome to Strategos Group! We’re thrilled to begin working with you, helping you achieve clarity and purpose in your financial life. Our onboarding process is designed to be straightforward and adaptable, focusing on aligning your financial goals with your values.
At Strategos Group, we offer comprehensive financial analysis, strategic structuring, and personalized planning tailored to your needs. We emphasize unbiased, fee-for-service advice without product sales, so you can trust that our recommendations are focused solely on your success.
Here’s what to expect as we start our journey together:
Step 1: Schedule Your Complimentary Consultation
In this introductory session, we’ll explore your financial goals and discuss how Strategos Group can support your journey. For some clients, this session addresses all immediate needs, and we reconnect only as circumstances change. If a full financial plan is warranted, we’ll move forward to the next steps. If not, we can proceed on an hourly, as-needed basis for future guidance.
-
How to Schedule: Visit our booking page to choose a convenient time.
-
What to Expect: A relaxed conversation to review your goals and assess what kind of support would be most helpful.
Step 2: Set Up Your Client Portal (if needed)
If we decide to proceed with a full financial plan, we’ll set up your secure client portal after signing our agreement and receiving the 50% deposit. The portal allows you to upload essential financial documents and details, providing us with a comprehensive view of your financial landscape.
-
What to Upload: Information on your budget, income, insurance coverage, and investments.
-
How It Works: A video tutorial will guide you through the portal setup.
-
Step 3: Your Statement of Financial Purpose
Using the insights from our initial conversation and the information uploaded to the portal, we’ll craft a customized Statement of Financial Purpose. This document will serve as your financial “north star,” grounding your decisions in your core values and long-term goals. We’ll review this purpose with you, clarifying any outstanding questions to ensure it aligns perfectly with your vision.
Step 4: Review and Deliver Your Financial Plan
In this final meeting, we’ll go over each part of your financial plan, explaining strategies, action steps, and answering any questions you may have. We’ll also establish a regular follow-up cadence to keep you aligned with your financial purpose over time, ensuring ongoing support as your life evolves.
-
What You’ll Receive: A comprehensive financial plan, tailored action steps, and options for ongoing support and check-ins.
Step 5: Ongoing Support & Follow-Up
Your financial journey doesn’t end with the plan. We offer periodic follow-ups (quarterly, semiannual, or annual) to keep you aligned with your Statement of Financial Purpose. Additionally, we’re here whenever you need further guidance.
We look forward to supporting you at each step, providing clarity and confidence as you pursue your financial purpose.