strat imp

STRATEGIC PLANNING AND IMPLEMENTATION

In its simplest definition, Strategic Planning is an organization's process of defining its strategy, or direction and making decisions on allocating resources to pursue...


MORE INFO

hiring

HIRING ASSISTANCE

We have a proven process to help you hire right the first time. We work with Advisors and CPAs to hire top notch personnel for their firms. We handle the entire hiring process from A to Z removing the bulk of distractions created by hiring.


MORE INFO

Ron Roge, Chairman & CEO
R.W. Roge & Company, Inc.
Bohemia, NY
www.rwroge.com

I've hired and worked with a lot of consultants over the past three decades and for this very reason I was not interested in hiring another consultant to tell me what needs to be done and not have the ability to implement their recommendations and hang around and be accountable for the results, but I agreed to meet Ginny Hudgens at the behest of one of our vendors.

Read More

Image not available

Ron Roge, Chairman & CEO
R.W. Roge & Company, Inc.
Bohemia, NY
www.rwroge.com


I've hired and worked with a lot of consultants over the past three decades and for this very reason I was not interested in hiring another consultant to tell me what needs to be done and not have the ability to implement their recommendations and hang around and be accountable for the results, but I agreed to meet Ginny Hudgens at the behest of one of our vendors.

Ron Roge, Chairman & CEO
R.W. Roge & Company, Inc. - Bohemia, NY
www.rwroge.com


Read More
Image not available
Image not available

Paul Moffat, President & Owner
Arista Wealth Management
Las Vegas, NV
www.aristawealth.com

I knew I did not have the right person in place to handle my administration and the daily running of my firm but had no idea where to go or what I needed to do to remedy the situation.Ginny came to Las Vegas, met me and my assistant and made some suggestions to try and correct the current situation. When this did not bring about the needed improvement, Ginny helped me make the change to a new person.

Read More

Image not available

Paul Moffat, President & Owner
Arista Wealth Management
Las Vegas, NV
www.aristawealth.com


I knew I did not have the right person in place to handle my administration and the daily running of my firm but had no idea where to go or what I needed to do to remedy the situation.Ginny came to Las Vegas, met me and my assistant and made some suggestions to try and correct the current situation. When this did not bring about the needed improvement, Ginny helped me make the change to a new person.

Paul Moffat, President & Owner
Arista Wealth Management - Las Vegas, NV
www.aristawealth.com


Read More

Testimonials

Image not available

Iris Dayoub, President & Owner
Alpha Financial Management
Savannah, GA
www.alpha-sav.com

I have been a financial planner for many years and I am very passionate about what I do. However, recently, it seemed as though working in my firm had become a chore. I had some staff issues and just didn't look forward to coming to work anymore. Ginny first caught my attention with her strategic planning technique. She is a firm believer in having a strategic plan.

Read More

Iris Dayoub, President & Owner
Alpha Financial Management
Savannah, GA
www.alpha-sav.com


I have been a financial planner for many years and I am very passionate about what I do. However, recently, it seemed as though working in my firm had become a chore. I had some staff issues and just didn't look forward to coming to work anymore. Ginny first caught my attention with her strategic planning technique. She is a firm believer in having a strategic plan.

Iris Dayoub, President & Owner
Alpha Financial Management - Savannah, GA
www.alpha-sav.com


Read More

Testimonials

Image not available

Scott Cole, Owner & President
Cole Financial Planning
Bessemer, AL
www. colefinancialplanning.com

I know where I want to take my firm, the quality of life I want to build for my clients and my family but I was having a difficult time getting my arms around what steps to take and when to take them. Ginny has been able to provide the direction I needed to move my firm forward. She assisted me in writing a strategic plan for my firm which encompasses all the aspects I need to get focused on not only building my firm and client base but has helped me articulate who I want to work with.

Read More

Scott Cole, Owner & President
Cole Financial Planning
Bessemer, AL
www.colefinancialplanning.com


I want to take my firm, the quality of life I want to build for my clients and my family but I was having a difficult time getting my arms around what steps to take and when to take them. Ginny has been able to provide the direction I needed to move my firm forward. She assisted me in writing a strategic plan for my firm which encompasses all the aspects I need to get focused on not only building my firm and client base but has helped me articulate who I want to work with.

Scott Cole, Owner & President
Cole Financial Planning - Bessemer, AL
www.colefinancialplanning.com


Read More

Testimonials

Image not available

Walter Wisniewski, President & Owner
Arcadia Wealth Management
Smithtown, NY
www. arcadiawm.com

I called Ginny initially because my daughter, Allie, was about to come onboard my firm as my future successor. I wanted her experience to be a good one and her transition into my firm to go smoothly. After several initial calls with Ginny, we decided having Allie perform as the Chief Operating Officer (which we needed anyway) while she was studying for her CFP was a great way for her to learn the business from the "bottom up" so to speak.

Read More

Walter Wisniewski, President & Owner
Arcadia Wealth Management
Smithtown, NY
www.arcadiawm.com


I called Ginny initially because my daughter, Allie, was about to come onboard my firm as my future successor. I wanted her experience to be a good one and her transition into my firm to go smoothly. After several initial calls with Ginny, we decided having Allie perform as the Chief Operating Officer (which we needed anyway) while she was studying for her CFP was a great way for her to learn the business from the "bottom up" so to speak.

Walter Wisniewski, President & Owner
Arcadia Wealth Management - Smithtown, NY
www.arcadiawm.com


Read More

Testimonials

Image not available

David Frisch, President
Frisch Financial Group
Melville, NY
www.frischfinancial.com

I was referred to Ginny by my Client Service Advisor at TD AmeriTrade. I knew we had some staffing issues but I was not sure where the "symptoms" we were experiencing were pointing. In my initial conversation with Ginny, I talked to her about having job descriptions for my staff. Ginny was able to help me realize that having job descriptions was just one of many steps involved...

Read More

David Frisch, President
Frisch Financial Group
Melville, NY
www.frischfinancial.com


I was referred to Ginny by my Client Service Advisor at TD AmeriTrade. I knew we had some staffing issues but I was not sure where the "symptoms" we were experiencing were pointing. In my initial conversation with Ginny, I talked to her about having job descriptions for my staff. Ginny was able to help me realize that having job descriptions was just one of many steps involved ...

David Frisch, President
Frisch Financial Group - Melville, NY
www.frischfinancial.com


Read More

Testimonials

Image not available

Zaneilia Harris, President and Owner
Harris & Harris Wealth Management
Upper Marlboro, MD
http://hhwealth.com/

I knew that I wanted to help individuals going through life transitions, like receiving an inheritance, career advancement though job change, divorce, or loss of a spouse. Why? Because during these times, very important decisions need to be made that can affect an individual's well-being and their future. Then I met, Ginny Hudgens. She became my coach and had me focus on what I wanted for my life.

Read More

Zaneilia Harris, President and Owner
Harris & Harris Wealth Management
Upper Marlboro, MD
hhwealth.com/


I knew that I wanted to help individuals going through life transitions, like receiving an inheritance, career advancement though job change, divorce, or loss of a spouse. Why? Because during these times, very important decisions need to be made that can affect an individual's well-being and their future. Then I met, Ginny Hudgens. She became my coach and had me focus on what I wanted for my life...

David Frisch, President
Frisch Financial Group - Melville, NY
www.frischfinancial.com


Read More

Read More

Testimonials

Image not available

Al and Dana Cremer
Cremer & Associates
Melville, NY

Ginny & Brian were referred to us by David Frisch of Frisch Financial who has been a client of hers for over 4 years. We had seen the changes and improvements taking place in his firm and were intrigued by what was happening…the improvements both in his firm and his personal life.

Read More

Image not available

Al and Dana Cremer
Cremer & Associates
Melville, NY


Ginny & Brian were referred to us by David Frisch of Frisch Financial who has been a client of hers for over 4 years. We had seen the changes and improvements taking place in his firm and were intrigued by what was happening…the improvements both in his firm and his personal life.

Ron Roge, Chairman & CEO
R.W. Roge & Company, Inc. - Bohemia, NY
www.rwroge.com


Read More
Image not available
Image not available
Testimonials

Ron Roge, Chairman & CEO
R.W. Roge & Company, Inc. - Bohemia, NY
www.rwroge.com


I've hired and worked with a lot of consultants over the past three decades and for this very reason I was not interested in hiring another consultant to tell me what needs to be done and not have the ability to implement their recommendations and hang around and be accountable for the results, but I agreed to meet Ginny Hudgens at the behest of one of our vendors.

Read More

Image not available
Testimonials

Paul Moffat, President & Owner
Arista Wealth Management - Las Vegas, NV
www.aristawealth.com


I knew I did not have the right person in place to handle my administration and the daily running of my firm but had no idea where to go or what I needed to do to remedy the situation.Ginny came to Las Vegas, met me and my assistant and made some suggestions to try and correct the current situation. When this did not bring about the needed improvement, Ginny helped me make the change to a new person.

Read More

Testimonials

Iris Dayoub, President & Owner
Alpha Financial Management - Savannah, GA
www.alpha-sav.com


I have been a financial planner for many years and I am very passionate about what I do. However, recently, it seemed as though working in my firm had become a chore. I had some staff issues and just didn't look forward to coming to work anymore. Ginny first caught my attention with her strategic planning technique. She is a firm believer in having a strategic plan.

Read More

Testimonials

Scott Cole, Owner & President
Cole Financial Planning - Bessemer, AL
www.colefinancialplanning.com


I know where I want to take my firm, the quality of life I want to build for my clients and my family but I was having a difficult time getting my arms around what steps to take and when to take them. Ginny has been able to provide the direction I needed to move my firm forward. She assisted me in writing a strategic plan for my firm which encompasses all the aspects I need to get focused on not only building my firm and client base but has helped me articulate who I want to work with.

Read More

Testimonials

Walter Wisniewski, President & Owner
Arcadia Wealth Management - Smithtown, NY
www.arcadiawm.com


I called Ginny initially because my daughter, Allie, was about to come onboard my firm as my future successor. I wanted her experience to be a good one and her transition into my firm to go smoothly. After several initial calls with Ginny, we decided having Allie perform as the Chief Operating Officer (which we needed anyway) while she was studying for her CFP was a great way for her to learn the business from the "bottom up" so to speak.

Read More

Testimonials

David Frisch, President
Frisch Financial Group - Melville, NY
www.frischfinancial.com


I was referred to Ginny by my Client Service Advisor at TD AmeriTrade. I knew we had some staffing issues but I was not sure where the "symptoms" we were experiencing were pointing. In my initial conversation with Ginny, I talked to her about having job descriptions for my staff. Ginny was able to help me realize that having job descriptions was just one of many steps involved...

Read More

Testimonials

Zaneilia Harris, President and Owner
Harris & Harris Wealth Management - Upper Marlboro, MD
hhwealth.com/


I knew that I wanted to help individuals going through life transitions, like receiving an inheritance, career advancement though job change, divorce, or loss of a spouse. Why? Because during these times, very important decisions need to be made that can affect an individual's well-being and their future. Then I met, Ginny Hudgens. She became my coach and had me focus on what I wanted for my life. ...

Read More

Testimonials

Al and Dana Cremer
Cremer & Associates - Melville, NY


Ginny & Brian were referred to us by David Frisch of Frisch Financial who has been a client of hers for over 4 years. We had seen the changes and improvements taking place in his firm and were intrigued by what was happening…the improvements both in his firm and his personal life.

Read More

Image not available
Testimonials

Ron Roge, Chairman & CEO
R.W. Roge & Company, Inc. - Bohemia, NY
www.rwroge.com


I've hired and worked with a lot of consultants over the past three decades and for this very reason I was not interested in hiring another consultant to tell me what needs to be done and not have the ability to implement their recommendations and hang around and be accountable for the results, but I agreed to meet Ginny Hudgens at the behest of one of our vendors.

Read More

Image not available
Testimonials

Paul Moffat, President & Owner
Arista Wealth Management - Las Vegas, NV
www.aristawealth.com


I knew I did not have the right person in place to handle my administration and the daily running of my firm but had no idea where to go or what I needed to do to remedy the situation.Ginny came to Las Vegas, met me and my assistant and made some suggestions to try and correct the current situation. When this did not bring about the needed improvement, Ginny helped me make the change to a new person.

Read More

Testimonials

Iris Dayoub, President & Owner
Alpha Financial Management - Savannah, GA
www.alpha-sav.com


I have been a financial planner for many years and I am very passionate about what I do. However, recently, it seemed as though working in my firm had become a chore. I had some staff issues and just didn't look forward to coming to work anymore. Ginny first caught my attention with her strategic planning technique. She is a firm believer in having a strategic plan.

Read More

Testimonials

Scott Cole, Owner & President
Cole Financial Planning - Bessemer, AL
www.colefinancialplanning.com


I know where I want to take my firm, the quality of life I want to build for my clients and my family but I was having a difficult time getting my arms around what steps to take and when to take them. Ginny has been able to provide the direction I needed to move my firm forward. She assisted me in writing a strategic plan for my firm which encompasses all the aspects I need to get focused on not only building my firm and client base but has helped me articulate who I want to work with.

Read More

Testimonials

Walter Wisniewski, President & Owner
Arcadia Wealth Management - Smithtown, NY
www.arcadiawm.com


I called Ginny initially because my daughter, Allie, was about to come onboard my firm as my future successor. I wanted her experience to be a good one and her transition into my firm to go smoothly. After several initial calls with Ginny, we decided having Allie perform as the Chief Operating Officer (which we needed anyway) while she was studying for her CFP was a great way for her to learn the business from the "bottom up" so to speak.

Read More

Testimonials

David Frisch, President
Frisch Financial Group - Melville, NY
www.frischfinancial.com


I was referred to Ginny by my Client Service Advisor at TD AmeriTrade. I knew we had some staffing issues but I was not sure where the "symptoms" we were experiencing were pointing. In my initial conversation with Ginny, I talked to her about having job descriptions for my staff. Ginny was able to help me realize that having job descriptions was just one of many steps involved...

Read More

Testimonials

Zaneilia Harris, President and Owner
Harris & Harris Wealth Management - Upper Marlboro, MD
hhwealth.com/


I knew that I wanted to help individuals going through life transitions, like receiving an inheritance, career advancement though job change, divorce, or loss of a spouse. Why? Because during these times, very important decisions need to be made that can affect an individual's well-being and their future. Then I met, Ginny Hudgens. She became my coach and had me focus on what I wanted for my life....

Read More

Testimonials

Al and Dana Cremer
Cremer & Associates - Melville, NY


Ginny & Brian were referred to us by David Frisch of Frisch Financial who has been a client of hers for over 4 years. We had seen the changes and improvements taking place in his firm and were intrigued by what was happening…the improvements both in his firm and his personal life.

Read More

Image not available

As Seen In:    

JOURNAL OF FINANCIAL PLANNING

INSIDE INFO  

invnews