6115 Park South Drive
Suite 200
Charlotte, NC 28210



Personal Planning Process

At Strategis, each member of our team is committed to giving you well designed options for your life’s financial journey.  We firmly believe this journey is a marathon, not a sprint, and our team is well positioned to support you each step of the way.  We collaborate with you to design, implement, manage and monitor the plan and, while committed to your long-term plan, we remain flexible enough to respond to changes and challenges that life presents.


We take great care to understand your needs, your hopes, your present and future and work with you to craft a plan specific to you, your family and your life.  Your plan is a collaborative effort between you and the team’s professionals.  In essence, we become a team.


Whether you are a new or long-time client, we are always ready to offer “a cup of coffee and a second opinion” on financial matters that are important to you.  Call any member of our team and we will be happy to schedule time to visit.