Is Integrated Planning & Wealth Management, LLC the right firm for you?

Our goal for this process is to demonstrate, in plain English, how we can serve you in helping you make the most out of your life with the wealth you have and how we bring simplicity, clarity, and confidence to an otherwise confusing, complicated, and intimidating subject: money.

There is no charge for this process—we want to help you make an informed and educated decision about working together so you can see exactly how we can serve you before you agree to pay us a penny.

Our Process Step-By-Step


Initial Phone Meeting

Before committing your time or ours, this 20 to 30-minute phone call will give us both a chance to make sure your situation matches our expertise. We want to get a vision of your goals, intentions, challenges, and opportunities unique to your situation and circumstances. After all, you wouldn’t schedule testing without a patient inquiry.

If we aren’t a good fit, either way you’ll leave the conversation with an action plan: we’ll gladly introduce you to a firm who is better suited to your needs.


Our Analysis

Prescription without evaluation and diagnosis is malpractice

Your answers to our intake questions, along with the documents we have requested, will help guide our analysis, which will result in plain-English answers to a number of critical questions.

We will apply over a decade of experience, thousands of hours of training, studying, and mentoring by the profession’s top experts, and expertise as a CFP® Professional to answer the financial questions and concerns you identified and outlined for us in Step 1.


Plan Presentation

Writing the prescription

During this meeting we will explain, very clearly, exactly what you need to do to achieve your financial goals and build the wealth to support the life you desire and deserve. Through these recommendations and with our guidance you will see, at a high level, how our firm can improve your finances and assist you in building, growing, and preserving your wealth.

At the end of this meeting, there’s no hard sell - we’ll ask you to reflect on our process and whether our expertise will benefit you and your family.


Sleep On It

Being respectful of The Pillow Factor

Having been in this profession for more than 10 years, we are in no rush for clients to make a decision. Prior to deciding if we should work together, ask yourself the following:

  1. Do I like/trust/respect the team at IPWM?
  2. Will the benefits they provide exceed the fee I’ll pay?
  3. Do their recommendations make sense to me?

If a smile comes across your face, we call that having a high pillow factor—meaning you can sleep comfortably knowing you have someone who’s genuinely and authentically committed to serving you well.



Getting Started

Framing the vision

We will transition you into our New Client Process and begin gathering any additional information necessary for us to begin serving you. Prior to this meeting, we will make sure that any additional questions have been answered to your satisfaction.

While we would love to work with you, if you get to any point in the process and decide that it’s not a good fit, we will wish you all the best and continued success. Translation: there will never be any pressure. That’s not the experience I would want for my family, and I wouldn’t wish that on you either.