Strategic Planning

Financial Planning Pen and Calculator

We believe that your strategic business plan should entail more than just numbers. Setting goals to grow the bottom line is always important, but at Frederick Martin we will help you develop an executable, well-rounded strategic plan that will establish a road map for your organization to follow that is designed to achieve your objectives.

Developing your business plan

Frederick Martin can assist developing your business plan in a variety of different ways. A common process is a facilitated meeting with your board and key members of executive management. Pre-meeting questionnaires are provided to those attending, allowing for each one to come prepared with what they deem key objectives and how best to achieve them.

Other alternative approaches in developing your organization’s business plan can include investing time in conducting culture surveys of your staff, performing market surveys, or overseeing focus groups with key clients. We will work with an approach that you feel is most beneficial to your financial institution. Whatever the approach, our goal is to help you develop a strategy that is focused on key objectives that are achievable in realistic time-frames.

For more information please contact us by calling (952) 303-5566 or sending an email to info@fredmaradvisors.com