Strategic Financial Planning

Strategic Financial Planning is honored to be recognized by D Magazine as a Top Wealth Manager in Dallas–Fort Worth. This recognition reflects our commitment to fiduciary excellence and long-term client relationships. We are deeply grateful to our clients for your continued trust and the opportunity to help you achieve your financial goals!

With the election now decided, the process has begun of evaluating the potential impact that the Trump administration might have now that he will have a Republican-controlled House and Senate, as well as a conservative judiciary. Read on for a few examples of the items we are tracking.

Post-Election Preparation With the election now decided, the process has begun of evaluating the potential impact that the Trump administration might have now that he will have a Republican-controlled House and Senate, as well as a conservative judiciary. Read on for a few examples of the items we are tracking.

Is it time to update your health insurance coverage? Starting soon, many will have a limited window to do so. Here's what to consider about changing your coverage.

Benefits Enrollment Begins in a Few Weeks for Many - Consider These 5 Tips for Choosing a Health Insurance Plan Is it time to update your health insurance coverage? Starting soon, many will have a limited window to do so. Here's what to consider about changing your coverage.

The Corporate Transparency Act (CTA) triggered new, broad-ranging reporting requirements. If you own an LLC, a Limited Partnership, or a small business, these requirements may directly impact you.

ACTION REQUIRED for Business Owners: CTA Reporting The Corporate Transparency Act (CTA) triggered new, broad-ranging reporting requirements. If you own an LLC, a Limited Partnership, or a small business, these requirements may directly impact you.

Enneagram Types have gained popularity in recent years - but did you know they could clue you in to how you spend your money?

What Might Your Enneagram Type Say About Your Spending Habits? Enneagram Types have gained popularity in recent years - but did you know they could clue you in to how you spend your money?

As our parents get older, it’s important to open up the conversation about their financial well-being. While it might be uncomfortable at first, it will ultimately be helpful for both you and them. Check out our tips on how to have that conversation!

How to Talk to Aging Parents About Their Finances As our parents get older, it’s important to open up the conversation about their financial well-being. While it might be uncomfortable at first, it will ultimately be helpful for both you and them. Check out our tips on how to have that conversation!

Regularly reviewing your estate strategy ensures that everything is up to date and aligned with your current wishes. Learn more about when you should review your strategy and what life events may necessitate an immediate review.

How Often Should I Update My Estate Planning Strategy? Regularly reviewing your estate strategy ensures that everything is up to date and aligned with your current wishes. Learn more about when you should review your strategy and what life events may necessitate an immediate review.

Sending your kid off to college can come with a hefty pricetag. As you begin the college planning process, keep these 5 common mistakes in mind.

Back to School: 5 College Planning Mistakes to Avoid Sending your kid off to college can come with a hefty pricetag. As you begin the college planning process, keep these 5 common mistakes in mind.

Summertime in many parts of the country, including Texas, is synonymous with blazing heat, vibrant outdoor activities, and unfortunately, increased strain on our homes. Here are eight essential home maintenance tasks to keep your home in top shape this summer.

8 Home Maintenance Tasks to Help You Keep Your Cool This Summer

Summer is almost here, which means many of us are planning our next international vacation! Our checklist shares helpful tips to ensure you have a stress-free trip.

Your Summer International Travel Checklist Summer is almost here, which means many of us are planning our next international vacation! Our checklist shares helpful tips to ensure you have a stress-free trip.

Enroll Today! Get 10 short lessons and prompts via email.

Enroll Today! Bite-sized lessons you can read in less than 5 minutes.