Guiding You from the First Step Forward.

Relaxed. Friendly. Casual.

Retirement planning is a serious endeavor and for many, talking about money is intimidating. Just as terrifying is the idea of creating and managing a financial plan. At Intentional Wealth, our approach is to take your finances as seriously as you do while developing a relaxed, friendly and casual relationship. We listen. We understand. We do not judge. Our purpose is simply your security.

Here’s what to expect when engaging with us:

STEP ONE: Introduction.

In our first meeting, always complimentary, our intent is to learn about you, your family, your goals, what gets you going in the morning and what keeps you up at night. This meeting usually lasts about 45 to 60 minutes. At the conclusion, we’ll provide our initial thoughts about the plan you envision, and if we believe we can be of assistance. Proceeding forward is an agreement reached mutually. We’ll schedule a follow up meeting, usually for 1 to 2 weeks later, then our team then gets to work analyzing, evaluating and aligning your financial resources with your stated objectives.

STEP TWO: Follow-Up.

Here, we share with you the findings of our analysis and review the steps we recommend for making meaningful progress. At the conclusion, we provide, (in printed and/or electronic form), our complete report along with the most productive options recommended for you. Every financial situation is unique, and this meeting may last for an hour or more. Again, proceeding by mutual agreement, we’ll schedule a third meeting, where we’ll work together on implementing your plan.

STEP THREE: Follow-Up Meeting.

This meeting is where we discuss your portfolio; the customized investment strategies incorporated; set expectations and benchmarks; and formalize the written policy statement we both agree to abide by. We’ll also provide educational resources on the specifics of your investment selections and determine how we can best execute a plan built to secure your goal. As a practice, we tend to avoid commission-based products. Our preference is to operate on a fee-based model, determined at a percentage of the assets we manage and oversee for each client. We believe this allows us to offer the most cost-effective solutions for retirement planning and deliver the greatest value for you.

One Step Leads to the Next.
And the Goal is Your Success.

That’s what truly matters to us – your success. Once a financial game plan is established, our intent is to move it forward. You can expect frequent and transparent communication, with regular meetings to review your progress and discuss adjustments if needed. Based on your requests and the complexities of your finances, this schedule is determined quarterly, semi-annually or annually.

At every step, we’re with you as the personal steward of your financial life. We believe the best guidance is provided through a working relationship, as partners bonded by a shared responsibility and trust in one another.

Let’s Take the First Step.

Contact us for a complimentary consultation at your home, our office or via device. We’ll be happy to meet at a time and place where you’re most comfortable.