Strategic Planning

Strategic Planning has never been more important in an industry facing expanding competition for core products, declining margins, and funding pressures. Austin Financial Services has been assisting financial institutions with their strategic planning endeavors since 1967. Our experienced professionals can assist you and your directors/management team in the development of a practical and achievable strategic plan for your institution.  Our strategic planning retreat services provide:

t A fresh perspective on industry trends & challenges and regulatory emphasis issues 

t    Pre-meeting participant questionnaires identifying key discussion issues

t   Independent analysis of the organization's financial performance and trends

t    Facilitation of meeting discussions with sessions tailored to your needs and schedule

t    Developement of action plans with due dates and responsible party for achieving desired   objectives

t 1690 Woodlands Drive, Suite 210  Maumee, OH  43537  (419)531.9559

t 1213 Culbreth Drive  Wilmington, NC  28405                (910)256.6155