financial planning

What is financial planning? In business, financial planning is the task of determining how a business will afford to achieve its strategic goals and objectives… will the business grow, remain stagnant or go under. It is not so different for individuals or households.

Financial planning is not just about how to invest money, it is about how to save it, prioritize it, allocate it, and how to make it work for you. Investing is just a part of the whole… more



Investments are tools to be used in striving to meet planned and considered goals and objectives… more



You are the reason I’m here. You are goal-oriented, ready for financial success… more



alexah strongheart

For almost 30 years I have worked in the financial planning and securities industry. If you’ve not heard of me, it may be because I don’t have a large corporate name with a sizable marketing budget, or it may be that I’m not great at tooting my own horn, so I’m glad you’re here! Over the years my client base has been comprised of referrals from existing clients, legal and accounting professionals, and friends of family and friends who are not afraid to toot my horn for me.   Only a handful of clients have come from advertising.  more