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HOW IT’S DONE

Helping our clients live intentional lives while making the financial planning process understandable is our goal.

YOUR FINANCIAL PLANNING JOURNEY

At i•financial, helping our clients live intentional lives while making the financial planning process understandable is our goal. As investment advisors, we operate as fiduciaries, which means we are obligated to act in your best interest, avoid conflicts of interest, disclose all material facts fully and completely, act with utmost good faith, and not mislead clients.

We Listen • We Explain • We Are Your Financial Advocate

Create Your Personalized "My Action Plan" MAP

We Listen

Evaluate Assets

What you have

  • Investments
  • Accounts
  • Real Estate

Perform Gap Analysis

What you need

  • Managing Cash Flow 

  • Asset Allocation 

  • Savings Plans 

  • Tax Strategies 

  • Annuities Options 

  • Risk Tolerance 

  • Insurance 

We Explain

Provide Options

How to get there

  • Detailed Recommendations

  • Private Financial Web Page 

  • Comprehensive Written Report 

Implement Strategies

Activate the plan

  • Asset Allocation 

  • Estate Planning Techniques 

  • Tax Strategies 

We are Your Financial Advocate

Monitor Plan

Optimize to achieve goals

  • Performance Thresholds

  • Periodic Evaluation

  • Automated Alarms

Model Your Goals

Where you want to be

  • Education

  • Future Plans

  • Retirement

As investment advisors, we operate as fiduciaries, which means we are obligated to act in your best interest, avoid conflicts of interest, disclose all material facts fully and completely, act with utmost good faith, and not mislead clients.
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