Our Process

Financial Planning is as much of an art as a science, and we at Integrated Financial Partners appreciate that no two clients are alike. A considerable amount of time is dedicated to getting to know our prospective clients from the very outset. Our objective is to provide the very best advice for each client so that we can establish long term, rather than transactional, relationships.

Discover

Initially, we conduct a “Fact Finding” meeting where we do more listening than talking. Getting clients to express their expectations and concerns is more than reviewing account statements, however, this meeting will include reviewing financial and legal documents to help you prioritize short, mid and long-term goals and objectives.

Discover

Initially, we conduct a “Fact Finding” meeting where we do more listening than talking. Getting clients to express their expectations and concerns is more than reviewing account statements, however, this meeting will include reviewing financial and legal documents to help you prioritize short, mid and long-term goals and objectives.

Implement

In the second meeting, we present our findings and ideas, both written and orally, at a level which is easy to understand. In this step we often begin an interactive “What If” process of evaluating various scenarios with sophisticated analytical tools. By the conclusion of this meeting, the core parameters for plan design will have been established.

Implement

In the second meeting, we present our findings and ideas, both written and orally, at a level which is easy to understand. In this step we often begin an interactive “What If” process of evaluating various scenarios with sophisticated analytical tools. By the conclusion of this meeting, the core parameters for plan design will have been established.