Sanstrum & Associates, Inc. has been providing wealth management and investment planning to families and small businesses since 1987. Our desire is to bring our clients to a point of financial peace and success in achieving their goals. We do this by -
Listening. We want to understand you. Your goals. Your aspirations. Your values.
Refining. We ask questions to refine our, and sometimes your, understanding of your goals, aspirations and values.
Planning. We believe the best way to get somewhere is to take a map and start in the right direction. We take our understanding of you and develop that plan or map.
Implementing. After reviewing the plan with you, we work with you to implement the plan so we move toward the end goals.
Reevaluating. We regularly reconnect with you to review your plan. Looking for potential problems we hadn’t considered before. Examining if there have been changes in your goals or values that should be reflected in the plan.
We look forward to getting to know you and how we can help you achieve your goals.