Our Firm

Strategic Planning Partners is a risk management firm dedicated to helping clients protect the lifestyles they’ve built and dreamed of for decades. We differentiate ourselves by educating clients on non-financial risks, highlighting that the greatest threat isn’t just market volatility, but the consequences of having a “house not in good financial order.”

As your financial director, we collaborate with trusted professionals—CPAs, tax and estate planning attorneys, and business valuation experts—to guide individuals and business owners through the sale and transition of their most valuable assets. Our experienced team ensures a smooth transition to the next phase of your life.

Additionally, we provide access to a licensed counselor who assists high-net-worth families with complex dynamics related to estate settlement and the challenges of sudden wealth for younger generations. Our mission is to bridge the gap between actions and emotions, promoting financial peace and resolution.