We are excited to introduce the FI Strategy Group—a partnership between McQueen Financial Advisors (MFA), Marc Hehl of Pinnacle Advisors, and Preston True of True Point Advisors. Together, we deliver a high-impact experience designed to energize your leadership team, challenge conventional thinking, and set the stage for meaningful progress.

Our 5-Step Planning Process

1. Discovery – Understand your goals and challenges.

2. Program Design – Choose the right structure: 1-day or 2-day format.

3. Preparation – Tailored agenda and MFA-powered data insights.

4. Facilitation – High-impact, energizing session with your leadership team.

5. Follow-Up & Accountability – Ongoing quarterly/semiannual alignment to keep your plan on track.

Why it matters:
These sessions are not about checking the box. Our planning is focused on charting a course for long-term success and achieving strategic momentum. Your team members will leave the planning meeting re-energized and more connected.  We expect organizations to walk away with sharper focus and alignment that lasts long after the meeting.