Our Process

Discover Strothman Wealth Care’s Four-Step Process to Producing a Sound Financial Plan

The Strothman Wealth Care Financial Planning Process

At Strothman Wealth Care, we incorporate fiduciary standards and prudent practices when partnering with clients to design a winning financial plan.

Our approach follows four key steps:

Our Financial Planning Process


Before our first meeting, you’ll be provided with an Initial Meeting Checklist which covers everything we need to know to prepare the best plan possible.

You may drop off, mail, or fax these documents to us, and your initial meeting can happen in person or remotely.

Before finalizing your personal financial plan, we will agree on a fee arrangement.


Our team considers many factors when designing your comprehensive financial plan: your time horizon, risk tolerance, tax status, and more. We use these insights to prepare a strategy that’s purpose-built to meet your objectives.

Using our Strothman Wealth Care Due Diligence Process, we will evaluate a range of investment vehicles, including Third Party Asset Managers (TPAMs), Separately Managed Accounts (SMAs), exchange-traded funds (ETFs), mutual funds, variable annuities, and non-traded alternatives.

On an ongoing basis, your plan includes goal reviews, funding recommendations, portfolio analysis, insurance needs analysis, investment selection, and more.


After aligning on your proposed financial plan, your dedicated client relationship team will share all relevant documentation, including Investment Policy Statements and our ADV, before guiding you through the implementation process.


The Strothman Wealth Care team monitors your plan on an ongoing basis.

This monitoring process incorporates fiduciary standards, prudent practices, and the combined expertise of our entire team to produce a ProActive Review of your plan and recommend any adjustments.

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