Here at InTouch Wealth, our team of advisors and Certified Financial Planners® take an intentionally relational approach to the financial plans and solutions we provide. In our initial meeting, we’ll get to know you and your personal circumstances. But we’ll also work toward a deep understanding of your personal values — those things in life which matter most to you and which drive the financial decisions you make. This approach helps enable us to identify best-fit solutions which align with your values and guide you toward your ideal life and retirement.
Our relational approach positions us to take a deep dive into understanding your personal or business financial goals and objectives. Your personal financial advisor or Certified Financial Planner® will help you identify, clarify and prioritize your goals, then build a time-based strategy to pursue them each in turn. Your values, goals and objectives, coupled with an understanding of your time horizon and risk tolerance, enable our team to develop highly personalized financial solutions designed to help you build and live out the life and retirement you desire.
To develop a truly personalized plan that’s InTouch with your specific values, goals and objectives, it’s important to establish a clear picture of where you are today. As an important step in our process, we’ll invite you to share key information about your financial situation. Your advisor can help you get organized to give you a better, comprehensive picture of your finances and the way forward. We recommend sharing key documents such as statements, wills, trusts, insurance policies, retirement accounts, and more. The more you share with us, the more personalized and precise your financial plan will be.
In the day-to-day and as you transition from one life stage to the next, your financial needs and goals will change. The InTouch Wealth team is here to help you find best-fit financial solutions for all your current and future goals.
While our approach to and process for financial planning looks relatively similar for all of our clients, the final product results in a highly personalized financial roadmap and customized financial solutions and recommendations. But our services don’t end when your plan is delivered. We’ll be there to implement, monitor and make adjustments to your plan when circumstances, the market or your goals change over time. We stay InTouch with your needs to deliver tailored financial solutions for a lifetime.
At InTouch Wealth, we offer personalized, comprehensive financial solutions for families and businesses in southwest Arizona. Let us help you plan, retire and live with confidence.
We are a team of advisors and Certified Financial Planner® professionals, united by our desire to see our clients confidently pursuing their ideal lifestyle and retirement. We’re here to help.
If you’re ready to get started, or if you want to learn more about the InTouch Wealth team and how we can help, we’d love to hear from you. Contact our caring, experienced staff today.