Our Process
The Financial Wellness Planning Process
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The above Flow Chart provides a good overview of the type of financial planning process that you would experience here at Strategic Financial Group. As you can see, we are not in a rush to complete what we consider to be the baseline of effective financial planning, a thorough “client financial diagnosis”. For this reason, specific recommendations for investment placement are not usually made until the fourth or fifth client appointment.
Sound refreshing? For more details, please click here to go to the FAQ's, and scroll down to "Can you give me an idea of what the planning process at Strategic Financial Group is like?"
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| Weekly Economic Update - 4.9.12 |
UNEMPLOYMENT FALLS TO 8.2%
That good news was tempered by some disappointments. The U.S. economy only managed a net gain of 120,000 non-farm jobs in March; analysts were hoping for a gain of at least 200,000. |
| Weekly Economic Update - 4.2.12 |
HIGH GAS PRICES DON’T DENT PERSONAL SPENDING
Consumer spending increased by 0.8% in February, even with fuel prices soaring. That topped the 0.6% gain projected by economists polled by Reuters. February’s inflation-adjusted gain was 0.5%, the largest in six months. |
| Weekly Economic Update - 3.26.12 |
HOUSING MARKET COOLS DOWN IN February
Nationally, home sales took a step back last month. |
| Weekly Economic Update - 3.19.12 |
PRICES Rise Most In TEN MONTHS
Consumer prices were up 0.4% in February according to the Commerce Department, yet core inflation rose only 0.1%. |
| Weekly Economic Update - 3.12.12 |
227,000 NEW JOBS, BUT JOBLESS RATE STILL AT 8.3%
While unemployment levels remained unchanged in February, Labor Department data showed that nonfarm payrolls expanded by more than 200,000 positions for the third straight month. |
This debt clock, provided by WidgetBox, is for general information purposes only. The national debt number is received from the US Treasury and the population data from the US Census. We make no representation as to the completeness or accuracy of this information.
