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Coordination. Calibration. Communication.

Our financial planning and ongoing account management services consist of well-defined processes derived from decades of experience. With a dedicated focus on education, we work to empower you with the information you need to make informed decisions about your financial future. Through the Integrated Independence Method (I2M), a step-by-step planning process, we help you to identify the purpose of money in your life, and then develop the best financial solutions for your unique goals, wants and needs—creating the blueprints for your personal path to financial independence.

What to Expect

The I2M process includes five steps, or conversations, held either one-on-one or in a group setting as follows:

Meeting 1: “Where You Want to Go” Conversation
Identifying goals and the purpose of money in your life;

Meeting 2: “Where You Are” Conversation
Collecting relevant information about your current situation;

Meeting 3: How to Get There” Conversation
Discussing financial planning topics to help reach individual goals;

Meeting 4: The “Getting Started” Conversation
Reviewing a comprehensive plan, or the blueprints, necessary to collectively work towards reaching financial independence; and,

Meeting 5: The Moving Forward” Conversation
Introducing the ongoing services and team members that will help to continually execute the plan to ultimately work toward reaching your long-term objectives.

With a plan in place, we will help to keep your financial house in order, goals on track and dreams within reach for years to come.

Curious to learn more? Complete our  Goals-Driver Questionnaire to preview our unique approach.

Ready to get started? It all starts with a conversation. Contact us today to schedule the most important conversation you’ve never had.

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