• Cofounder and Senior Financial Planner David Strege explains the different sizes and shapes of your personal financial puzzle pieces. He encourages individuals to determine and communicate what they want the picture of his/her life to look like and to let a financial planner help put the pieces of the puzzle together.

    Your Financial Puzzle

    by David Strege CFP® CFA CKA® Senior Financial Planner | June 15, 2021

    Duration: 2:31

    Show Notes

    Syverson Strege Cofounder David Strege talks about the shapes and sizes of your financial puzzle pieces such as cash flow, savings, investments, taxes, retirement, college planning, and more. With these different shapes and sizes, different financial tools and strategies are needed.

    A financial planner and a comprehensive financial plan can help bring your financial puzzle pieces together so they fit together properly. In order to do that, you’ll need to determine and communicate what you want the picture of your life to look like.

    If you need help putting together your personal financial puzzle, call us at 515-225-6000 for a free, no-obligation, confidential consultation. 

    Finance Moment…Syverson Strege’s mini-podcasts to provide rapid-fire information on financial topics of the day.


    David Strege CFP® CFA CKA® Senior Financial Planner

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