Step Seven – Build
This is the truly exciting step in your financial plan – You start to build your processes and portfolio to
Step Six – Strategy
Join Dave and Nick as they explain the Strategy step of the Strategic Reliable Blueprint process for your financial success
Step Five – Organization
Amy Gauden joins Nick and Dave to review the Organization step in our Stratetic Reliable Blueprint process. Watch on YouTube
Step Four – Obstacles
Join Nick and Dave as they continue their podcast series on each step of the Strategic Reliable Blueprint. If you
ESG Investing + Webinar
We are very excited about this quarter’s client webinar: ESG Investing 101 featuring Professor Apollo D. Lupescu from Dimensional Fund
Welcome Kirt Runyan to the SRB Team
Welcome, Kirt Runyan! We are excited to announce that Kirt Runyan has joined our team, working as an Administrative Assistant
Step Three – Vision
VISION is the third step in our Strategic Reliable Blueprint process we walk every one of our clients through. If
Exciting Announcement – Amy Gauden FPQP®
We are extremely proud to announce that Amy Gauden, who joined our firm in 2016, has earned her Financial Paraplanner
Step Two – The Foundation Meeting
The Foundations meeting is the second step in our Strategic Reliable Blueprint process we walk all of our clients through.
Our FIT Meeting Process
Join Dave and Nick as they discuss the first step in the Shotwell Rutter Baer Stratetic Reliable Blueprint process. If