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Our Process.

Our Process

We feel that client and advisor alike benefit from a genuine, meaningful relationship built on a foundation of trust. If you want a typical corner office guy we may not be who you’re looking for, and that’s ok. If partnering with a firm and an advisor who sincerely cares about you and your financial journey is important to you, then you’re choosing the right path with Strada Wealth Advisors.

Our initial client meetings aim to determine whether we would be a good fit to work together. Only after making that determination do we feel it's appropriate to discuss the particulars of your financial circumstances, wherein we apply the following process: 

  1. Evaluate your current situation. We take stock of how far you’ve come and how we can help you reach your desired objective. 
  2. Define your goals and risk tolerance. We confirm your targeted destination and assess your ability to weather storms. 
  3. Develop and implement a strategy. We map out the various waypoints in your financial journey, providing guidance to execute your plan. 
  4. Monitor your plan and adjust as necessary. We follow your progress and make modifications when needed. 

Just as you may need to take an alternate route to due to traffic or weather conditions, we recognize that financial plans inevitably change too, and we are prepared to work with you through the fluidity of life.