Our Integrated Process
Designing a Financial Plan Custom Tailored to Your Specific Goals and Needs
What Does it Look Like?
Our initial meeting sets the foundation for a lasting partnership. We take the time to truly get to know you—listening carefully to understand your objectives, aspirations, and financial goals. We also share our approach and philosophy, beginning the journey to seamlessly integrate and work toward your financial future.
Discovery Meeting
We guide you through our comprehensive process, outlining what to expect and the actions we'll take together. We present a personalized financial proposal designed to align with your goals, including a clear roadmap of the services we’ll offer and the various ways you can partner with us. This is where we set expectations and provide a detailed vision of the path forward.
Plan Proposal
Onboarding and Data Collection
Welcome to the IWA Family! This is where we kick off your financial journey with us. We’ll set up your personalized client login and walk you through our user-friendly dashboard. Our goal is to help you feel confident and comfortable using our tools and resources, setting the stage for a seamless experience moving forward.
This is where we begin exploring ideas and strategies uniquely tailored to your goals. Together, we’ll identify which approaches align best with your vision and circumstances. Not all strategies are one-size-fits-all, so we work closely with you to refine and develop the plan that best supports your financial journey.
Analysis and Strategy Development
Plan Delivery and Strategy Implementation
Once you're fully satisfied with the strategy, we’ll present your custom financial plan. We collaborate with you and your team of professionals to set everything in motion, helping you make your financial vision a reality.
Proactive Plan Monitoring and Ongoing Service
Financial planning is an ongoing journey, not a one-time task. We are dedicated to continuously reviewing your progress and adapting your plan to integrate any changes in your financial or personal circumstances. By proactively monitoring your plan, we help you ensure your financial strategies remain aligned with your evolving goals and priorities.