Blog
Welcome
Have you ever had a long time friend surprise you with a story from their life - some great trip or some life experience that you never knew about? We tend to see people around us as filling a role in our lives -- friend, teacher, helper, adviser. The people around us have lives and they happen to serve a role in our lives.
We serve as financial guides but we're 3-D humans, eating out, raising families, and having our own life experiences.
This is the part of our website where we're going to bring in some financial insights, habits, thoughts, but also where we're going to talk about the other things in our lives.
Join us as we bring depth to who we are!
Karen, Neill, Melissa, Nisha, and Kim
Strategic Wealth Partners
How do I retain my employees?
How do I retain employees has to be one of the top questions business owners ask themselves. Here are some strategies to employ in your business.
Read MoreWhy is Long Term Planning important for Business Owners?
Long-term planning is crucial for business owners because it enables them to set a clear direction and roadmap for their company's future. Here are some reasons why long-term planning is essential for business owners:Helps to set and...
Read MoreWhat Business Owners May Not Know
Some things that business owners may not know or underestimate:The importance of market research: Many business owners underestimate the value of thorough market research before launching a new product or service. Without proper...
Read More
When should you start working with a financial planning professional?
When should you start working with a financial planning professional? Query the internet and you’ll receive the full range from immediately to never. Here are our thoughts.
Read MoreShow All
The 7 C's of Planning Success
Success can be a nebulous concept. What one business owner considers success might only be a step on the path to success for you. What are some of the guidelines that you can use to foster the kinds of planning that achieve the...
Read More