Planning That's InTouch with Your Values
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.
Solutions Centered on Your Goals
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.
Understanding Your Starting Point
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.
Starting Out
Growing Wealth
Nearing Retirement
Living in Retirement
Financial Solutions Tailored to Your Needs
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.