Comprehensive Service is the Strength of Our Intention.
Financial Planning.
It’s a basic fact of human nature – when you write down a plan for the day, for the week or for your life, you’re more likely to stay the course and true to your objective. Oh, and what a joy it is, checking items off your list as you go! The same basic principle applies at Intentional Wealth. Achieving a goal takes intention and planning, and we are big believers in the power of planning. For us, this means listening. Come tell us your story. The foundation of every plan begins by knowing who we are building the plan for. We seek to understand your vision of financial security. Just as important are your natural concerns. Your comfort level with risk, for example. Having enough money to retire on, or outliving your money. From these details, we develop a “to do” list, setting goals and expectations, and checking those items off as your plan unfolds. Because our intention is to be there and share your joy of accomplishment.
Wealth Management.
Warren Buffett famously said, “If you don’t find a way to make money in your sleep, you will work until you die.” We couldn’t agree with the Oracle of Omaha more.
We adhere to a practice of disciplined wealth management supported by in-depth research, intelligent asset allocation and balanced diversification, all with the goal of producing steady returns over time. Every investment we hold and every strategy we employ is with your intent in mind, but we never make the mistake of thinking that growing wealth is a sprint. This is a marathon, and we’re in for the long haul with you. Only with us, the objective is to make your money work up a sweat while you sleep peacefully.
Diversification and asset allocation do not guarantee returns or protect against losses.
Insurance.
We cannot stress enough the importance of adequate insurance for maintaining your financial security. Here again, our vast experience in this field is an invaluable asset for making the right choices and selecting the right coverage, from term or whole life, to disability and long-term care. Solid insurance planning teamed with smart financial planning is the surest way to keep your overall plan moving forward.
Our Planning Process.
Here, the process is personal. Individual. And fiercely intentional. No two of our clients are alike, as are no two plans we develop. But consistent to every plan is our utilization of time-tested strategies for growing wealth and managing risk, in addition to providing education and advice to help you make informed decisions based on your priorities. As your circumstances and priorities change over time, we’ll work with you on revising the plan so you can meet each of life’s challenges head on and celebrate your accomplishments along the way.
1. Identify Your Goals.
First, we’ll make sure we understand what’s important to you and your loved ones, where you are today and where you want to be in the future.
2. Develop Your Personalized Plan.
We’ll then analyze your financial situation and develop recommendations which can help you and your family achieve financial security.
3. Implement Your Strategies.
Together, we’ll put your plan into action with quality financial products and proven investment strategies.
4. Review Your Plan.
A financial plan should adapt as your life evolves, because even small events may have an impact. We’ll keep you on track with regular progress reviews, and recommend measured adjustments, as needed.
Make It Your Intention to Call Us for a Complimentary Consultation.
You’re welcome to visit our office at your convenience, or, if you prefer, we can talk by phone or video. We want you to be comfortable as you take the first step.