Financial Planning


Financial planning is the dynamic process of designing financial strategies and making planning decisions that are intended to implement your short-term and long-term individual and family financial objectives.

The financial planning process is on-going — it incorporates identification, quantification and prioritization of your goals; an analysis of your present financial condition; the development of a plan to achieve your goals; implementation of the plan and finally, monitoring your progress toward fulfilling your goals.

At Droms Strauss Wealth Management, our independent, expert advice gives you the clarity and structure which are essential to making the right decisions for you and your family.