Strategic Financial Planning

10/28/2025

Strategic Financial Planning is honored to be recognized by D Magazine as a Top Wealth Manager in Dallas–Fort Worth. This recognition reflects our commitment to fiduciary excellence and long-term client relationships. We are deeply grateful to our clients for your continued trust and the opportunity to help you achieve your financial goals!

11/27/2024

With the election now decided, the process has begun of evaluating the potential impact that the Trump administration might have now that he will have a Republican-controlled House and Senate, as well as a conservative judiciary. Read on for a few examples of the items we are tracking.

With the election now decided, the process has begun of evaluating the potential impact that the Trump administration might have now that he will have a Republican-controlled House and Senate, as well as a conservative judiciary. Read on for a few examples of the items we are tracking.

10/04/2024

Is it time to update your health insurance coverage? Starting soon, many will have a limited window to do so. Here's what to consider about changing your coverage.

Is it time to update your health insurance coverage? Starting soon, many will have a limited window to do so. Here's what to consider about changing your coverage.

09/25/2024

The Corporate Transparency Act (CTA) triggered new, broad-ranging reporting requirements. If you own an LLC, a Limited Partnership, or a small business, these requirements may directly impact you.

The Corporate Transparency Act (CTA) triggered new, broad-ranging reporting requirements. If you own an LLC, a Limited Partnership, or a small business, these requirements may directly impact you.

09/19/2024

Enneagram Types have gained popularity in recent years - but did you know they could clue you in to how you spend your money?

Enneagram Types have gained popularity in recent years - but did you know they could clue you in to how you spend your money?

08/29/2024

As our parents get older, it’s important to open up the conversation about their financial well-being. While it might be uncomfortable at first, it will ultimately be helpful for both you and them. Check out our tips on how to have that conversation!

As our parents get older, it’s important to open up the conversation about their financial well-being. While it might be uncomfortable at first, it will ultimately be helpful for both you and them. Check out our tips on how to have that conversation!

08/15/2024

Regularly reviewing your estate strategy ensures that everything is up to date and aligned with your current wishes. Learn more about when you should review your strategy and what life events may necessitate an immediate review.

Regularly reviewing your estate strategy ensures that everything is up to date and aligned with your current wishes. Learn more about when you should review your strategy and what life events may necessitate an immediate review.

07/25/2024

Sending your kid off to college can come with a hefty pricetag. As you begin the college planning process, keep these 5 common mistakes in mind.

Sending your kid off to college can come with a hefty pricetag. As you begin the college planning process, keep these 5 common mistakes in mind.

06/13/2024

Summertime in many parts of the country, including Texas, is synonymous with blazing heat, vibrant outdoor activities, and unfortunately, increased strain on our homes. Here are eight essential home maintenance tasks to keep your home in top shape this summer.

05/17/2024

Summer is almost here, which means many of us are planning our next international vacation! Our checklist shares helpful tips to ensure you have a stress-free trip.

Summer is almost here, which means many of us are planning our next international vacation! Our checklist shares helpful tips to ensure you have a stress-free trip.

03/18/2024

Get 10 short lessons and prompts via email.

03/11/2024

Bite-sized lessons you can read in less than 5 minutes.