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Strategy Squad

Wealth Management, Financial Planning, Investment Advice

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FINANCIAL PLANNING

What is financial planning? 

Financial planning is holistic practice of helping you make sensible decisions involving money in order to successfully achieve your goals in life.  It often involves a number of considerations in tax-planning, distribution-planning, estate-planning, risk-management and investment management, and often family, social, and behavioral dynamics.

Our advisors will help you look at the big picture and assist you in defining and prioritizing your life goals.

We follow a 6-step financial planning process, in-line with the CFPⓇ Board’s Financial Planning Practice Standards:

  1. Establish and define the relationship with a client
  2. Gather client data
  3. Analyze and evaluate the client’s financial status
  4. Develop and present financial planning recommendations
  5. Implement the financial planning recommendations
  6. Monitor the plan at least once a year and make adjustments when needed

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Nicole Middleton Holloway, the principal of Strategy Squad, is an investment advisory representatives of Natural Investments LLC. Natural Investments is an independent Registered Investment Advisor firm. Strategy Squad is not a registered entity and is not an affiliate or subsidiary of Natural Investments.

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OUR LOCATION

Strategy Squad Insurance Services, LLC
1901 Harrison Street,
Suite 1100
Oakland, CA 94612
888-65-SQUAD
(888-657-7823)
510-343-9564 Fax
CA Insurance License
# 0K68755

OUR MAILING ADDRESS

Strategy Squad Insurance Services, LLC
PO Box 431
Orinda, CA 94563

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