The B.I.G.G. Picture Formula

Our passion at Stroud Wealth Management is building long-term relationships through financial planning. That is how we help you create and live your B.I.G.G. Picture. The foundation of your B.I.G.G. Picture is your core Beliefs. We then align your Investments, critical Goals, and Giving strategies with that foundation.  While we think that many people could benefit from a financial planning relationship through our B.I.G.G. Picture Formula, our best partnerships are with highly successful people who are focused on maintaining and passing on their legacy.

Interested in creating your B.I.G.G. Picture? The first step in our Fit process is a 15-minute Discovery call where we communicate our specialties and discover your needs. If we all determine that we would be a good fit for each other, then we will sit down in person to discuss how our specialties can help you with your B.I.G.G. Picture.

If you’re not quite ready for the B.I.G.G. Picture yet, you can still schedule your Discovery call to see if there is an opportunity for you to invest with a sense of direction with our team.

 

Schedule your Discovery call.