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Personal Strategic Planning

Many individuals wander through life only to be disappointed where they end up; many do not achieve what they want because they don’t know what they want. Most people are so distracted with the daily grind and near-term survival that they do not have time to seriously ponder their own long-term future. We believe that living an intentional life, purposefully reflecting on what your desires may be and setting goals towards achieving those, will better help you realize your dreams.

We have developed a program that helps an individual or family create a plan for the future. Plans are great of course, until things and circumstances change. So what it really is, is a framework for decision making. It’s a reference document that will help you prioritize your goals, avoid less important distractions, and measure your success against measurable targets. It is PROACTIVE rather than REACTIVE.

There’s no time like the present to plan for your future!​

Clients - Our Missoula-based advisors provide planning consultation to individuals, families, and businesses.

Services - We provide these advising services tailored to your specific needs. The process, and more so its implementation, is not easy. You are still the one that has to do a majority of work. Just as athletes have to train and implement their skills on game day, we’re here to coach you through the process and help instill what you have discovered into everyday life.

Fees – Inukshuk provides our Strategic Planning services on a stand-alone basis or in conjunction with our Investment Management and Financial Planning services. Consultations are charged on an hourly basis. Depending on your starting point, if you are an individual or a group, and how successful you are completing your homework, the process typically takes 6-10 planning sessions.

​For more information, please visit our FAQ page or contact us directly.

Missoula Financial Planning
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