Our Qualifications

At Strategic Planning Partners, we begin every client relationship with a detailed financial plan. This approach shifts the conversation from solely focusing on “investment rate of return” to creating goal-driven solutions that encompass your entire risk spectrum.

Matt Walo has built his firm on a servant-leadership style, which empowers his team to solve problems, create solutions and grow. Matt continually looks for ways to serve the team and better each member.

Our independent, objective, and unbiased advice is delivered by a team of experienced, licensed advisors who are committed to your success.

Trust is the cornerstone of our partnership. We aim to build strong relationships with our clients and strive to demonstrate this in every interaction.

One of the key benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program we create serves as a roadmap toward a more secure financial future.

We look forward to leveraging our expertise to help you achieve your financial goals.