The BIGG Picture Formula™: A Personalized Approach to Wealth Management
At Stroud Wealth Management, we believe that every financial journey is unique. That’s why we developed the BIGG Picture Formula™, a comprehensive process designed to create a strategy tailored to each client’s individual needs and aspirations. Through this process, we work to deliver a holistic, customized plan that integrates your beliefs, investments, goals, and giving strategies. This helps to ensure that your financial strategy will evolve with your life, helping you stay confident and focused on what truly matters.
Our proprietary approach focuses on four key pillars:
Beliefs
We start by understanding what truly matters to you. Your financial strategy should align with your core values, priorities, and vision for the future. Whether it's confidence for your family, a clear retirement, or leaving a legacy, your beliefs set the foundation for every decision.
Investments
With your values in mind, we craft an investment plan that reflects your risk tolerance, time horizon, and financial goals. Our Lifestyle-Based Investing™ approach emphasizes diversification and proactive management to help you navigate market fluctuations while staying on course toward your objectives.
Goals
Your goals are at the heart of the BIGG Picture Formula. Whether short-term or long-term, we work together to define and prioritize your financial aspirations. From buying a second home to funding your grandchildren’s education or achieving a fulfilling retirement, we develop a roadmap to work towards your goals.
Giving Strategies
For many clients, giving back is an important part of their financial journey. We help you explore charitable giving options that align with your values, aims to maximize tax benefits, and create a lasting impact for the causes you care about most.
