Our Process

At Integrated Financial Partners, our planning process puts the emphasis on you and your needs, not on a prepackaged set of solutions or ideas. We are committed to providing you with the information you need to make timely, informed decisions about your financial future.

Develop

Only after we have gathered all the necessary information and performed a detailed evaluation of your situation can we begin developing a custom plan to meet your needs. This plan includes specific recommendations to help you maintain consistent income, protect your assets and grow your remaining portfolio.

Our Process

At Integrated Financial Partners, our planning process puts the emphasis on you and your needs, not on a prepackaged set of solutions or ideas. We are committed to providing you with the information you need to make timely, informed decisions about your financial future.

In order to help you achieve your goals in retirement, we first need to know what those goals are. That’s why we begin our process with a phone call to get to know you, your current financial situation, your goals for the future and any challenges you may face along the way. This allows us to design a plan around what is most important to you.

We use the information from our call to conduct a comprehensive analysis of your current finances, life expectancy, monthly budget requirements, account types, tax implications, estate planning goals, Social Security benefits, pensions and more. 

Only after we have gathered all the necessary information and performed a detailed evaluation of your situation can we begin developing a custom plan to meet your needs. This plan includes specific recommendations to help you maintain consistent income, protect your assets and grow your remaining portfolio.

Once you’re comfortable with your financial plan, we conduct a final review and put your recommendations into action. After all, it’s what’s implemented that counts.

Because your life and situation are always evolving, we continuously monitor your plan, your finances and your progress toward your goals to help ensure you remain on track. We make adjustments as necessary to give you the best possible chance of achieving your retirement dreams.