{"id":2726,"date":"2021-01-19T19:07:18","date_gmt":"2021-01-20T00:07:18","guid":{"rendered":"https:\/\/www.alphafa.com\/?page_id=2726"},"modified":"2023-11-20T15:57:13","modified_gmt":"2023-11-20T20:57:13","slug":"strategic-planning","status":"publish","type":"page","link":"https:\/\/www.alphafa.com\/about\/strategic-planning\/","title":{"rendered":"Strategic Planning"},"content":{"rendered":"<div id=\"x-content-band-1\" class=\"x-content-band vc\" style=\"background-color: transparent; padding-top: 0px; padding-bottom: 25px;\"><div class=\"x-container max width wpb_row\"><div  class=\"x-column x-sm vc x-1-1\" style=\"\" ><h1>Strategic Planning<\/h1>\n<p>&nbsp;<\/p>\n<h4 style=\"text-align: center;\"><em><span class=\"TextRun SCXW234781662 BCX9\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW234781662 BCX9\">&#8220;A vision is not just a picture of what could be; it is an appeal to our better selves, a call to become something more.&#8221;<\/span><\/span><\/em><\/h4>\n<h4 style=\"text-align: center;\"><span class=\"TextRun SCXW234781662 BCX9\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW234781662 BCX9\">\u2014 <\/span><span class=\"NormalTextRun SpellingErrorV2Themed SCXW234781662 BCX9\">Rosabeth<\/span><span class=\"NormalTextRun SCXW234781662 BCX9\"> Moss Kanter<\/span><\/span><\/h4>\n<p>&nbsp;<\/p>\n<p><span data-contrast=\"none\">The Alpha team is committed to our core values. We use them as a lens through which all decisions are made. We have a philosophy of servant leadership with an overarching goal of providing a platform for clients and team members to grow and thrive. We believe this lends itself to living more passionate and purposeful lives. For us, maintaining the firm\u2019s culture is paramount to all that we do.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<img decoding=\"async\"  class=\"x-img none\"  src=\"https:\/\/www.alphafa.com\/wp-content\/uploads\/2023\/11\/Alpha.Headshots-7-scaled.jpg\" ><hr  class=\"x-gap\" style=\"margin: 25px 0 0 0;\"><p><span data-contrast=\"none\">Once a quarter, our team meets outside the office to focus our energy and unique skillsets on firm initiatives. These are separated into four key areas \u2013 Client Experience, Practice Management, Business Development and Human Capital.\u00a0 Our goal is to continuously innovate and improve efficiencies so that our team is aligned, energized and motivated to provide the most value to our clients\u2019 lives.\u00a0 <\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"none\">Leveraging each person\u2019s strengths engages each member in Alpha\u2019s strategic vision and aligns with our mission to provide financial peace of mind so that clients can pursue their own passions, dreams and talents.\u00a0<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"none\">The Alpha Team approach, which includes strategic planning and creative collaboration, is beneficial to our clients because as a team we can offer our collective expertise to help guide and monitor each client\u2019s financial plan and investment strategies.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<hr  class=\"x-gap\" style=\"margin: 25px 0 0 0;\"><\/div><\/div><\/div>\n","protected":false},"excerpt":{"rendered":"Strategic Planning &nbsp; \"A vision is not just a picture of what could be; it is an appeal to our better selves, a call to become something more.\" \u2014 Rosabeth Moss Kanter &nbsp; The Alpha team is committed to our core values. We use them as a lens through which all decisions are made. We have a philosophy of servant ... <div><a href=\"https:\/\/www.alphafa.com\/about\/strategic-planning\/\" class=\"more-link\">Read More<\/a><\/div>","protected":false},"author":1,"featured_media":0,"parent":46,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"template-blank-1.php","meta":{"footnotes":"","_links_to":"","_links_to_target":""},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v20.7 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Strategic Planning | Alpha Financial Advisors | Charlotte, NC<\/title>\n<meta name=\"description\" content=\"Strategic planning at Alpha results in a comprehensive strategic vision to guide financial plans and investment strategies for our clients.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.alphafa.com\/about\/strategic-planning\/\" \/>\n<meta property=\"og:locale\" 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