i*financial is a financial life planning firm. Financial Life Planning is a holistic process that puts your interests first and focuses on increasing your sense of financial well-being and life satisfaction. Initially, this process will help you to clarify your values, priorities, circumstances, and aspirations; and then guide you in defining and designing your unique version of the rich life. In addition, Financial Life Planning will increase your understanding of the habits and attitudes that will facilitate your financial and life goals and support successful life transitions.[i]
We are often asked what the letter i represents in our name. To us the letter i represents:
Independence: we are an independent firm focused on providing the best solutions for you. Being independent allows us to search the universe of products available, not beholden to a specific company's product(s).
Individual: our advice is tailored to your unique situation and your individuality. We strive to present information to you in an understandable fashion.
In-depth: advice is best when it is based on a comprehensive understanding of your financial and personal situation and goals. We seek to understand where you are now, where you want to go, and then identify the specific steps necessary to get you to where you want to go.
Integrated: all financial decisions impact other areas of your life. Thus we will work with you and your other advisors (e.g. CPA, attorney, etcâ€¦) to ensure our advice complements all areas of your life.
[i] Source: Money Quotient.
There are also a variety of articles, financial calculators, and links to various financial and non-financial-related Internet sites.
Our unparalleled experience and insight, as well as our client-centered approach to service, are our trademark. Before we work with you to implement a financial program, we take the time to understand your goals, needs, challenges, and attitudes. Your money cannot serve you effectively if you're uncomfortable with the course of action we recommend. By actively participating in the planning process, you retain control each step of the way.
Thank you for visiting our site. Please feel free to contact us for any reason...because when you begin with IF, anything is possible.
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