Our work begins with a discovery meeting and high-level overview of your financial landscape.
Based in Missoula and serving clients throughout Montana and the Western United States, Switchbacks Capital Advisory brings a grounded, relationship-driven approach to sophisticated financial planning.
Your answers shape the strategy.
We explore your values, your priorities, and what you want your wealth to make possible. We ask questions like:
Where are you today?
Where do you want to be?
What does retirement look like?
If work became optional tomorrow — how would you spend your days?
Our Strategic Planning Process
Strategic financial planning is a structured, highly personal process designed to bring clarity to complex decisions.
It typically unfolds across two to three meetings:
Discovery
Understanding your financial picture and the direction you want life to take
Discovery Follow-Up
Clarifying details, identifying gaps, and ensuring nothing important is overlooked
Recommendations
Presenting a strategy built specifically around your circumstances, priorities, and long-term goals.
Throughout these conversations, we ask thoughtful questions — many refined over more than a decade of advisory experience — to uncover what truly drives your decisions.
Often, the answers clients haven’t rehearsed reveal the most. Those candid reflections frequently become the foundation for a stronger, more meaningful plan.
When a strategy aligns with what genuinely matters to you, ideal financial outcomes tend to follow.
When Strategic Planning Matters Most
Strategic planning becomes especially valuable during periods of financial transition, when decisions carry greater weight and potential long-term impact.
Common inflection points include:
Approaching or transitioning into retirement
Selling a business or significant asset
Growing your family
Receiving an inheritance
Preparing for a liquidity event
Anticipating major financial needs in the years ahead
For business owners, the transition can be particularly significant. After years of building something from the ground up, a sale can transform concentrated value into a substantial pool of capital — one that now must support the next chapter of life.
Thoughtful planning helps ensure those assets are positioned with intention.
Let’s Build a Plan Around What Matters Most
Every well-built strategy starts with understanding of where you are — and where you want to go.
If you are approaching an important financial decision, planning for the future, or seeking greater clarity about what lies ahead, strategic financial planning provides the framework to move forward with confidence.