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.
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.
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:
- Do I like/trust/respect the team at IPWM?
- Will the benefits they provide exceed the fee I’ll pay?
- 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.