Our Process

Overview

Are You Ready for The Journey?

Our team takes to heart the process of helping you set goals and financial finish lines. We provide you and your family with a complete set of services that will equip you to live a life of Meaningful Significance.

Our comprehensive approach and values sets us apart from other advisors. As a valued client and member of the Advice First client family you will experience Our Journey to Meaningful Significance.

Each Step is designed to focus on a specific area of your Personal Financial Strategy. So that you can set goals, measure your progress towards your goals and make modifications when necessary. This will ensure that you live your dream and finish well.

 

meaningful significance

 

Suppose one of you wants to build a tower. What is the first thing you will do? Won’t you sit down and figure out how much it will cost and if you have enough to pay for it? Otherwise, you will start building the tower, but not be able to finish. Then everyone who sees what is happening will laugh at you. They will say; “You started building, but could not finish the job.”  - Luke 14: 28-30

Building Rapport
This initial appointment is an opportunity for a potential client to find out about our unique service offering. They are also encouraged to share what they are looking for in a Trusted Advisor. 

Building Understanding 
During this stage information is gathered and goals are established so that we can create your Personal Financial Strategy

Building Direction
Now it’s time to put the advice into action. Here we present and implement the Action Items to set you on the pathway to reaching your goals.

Building Provision
This important step assesses the risks to your Personal Financial Strategy. During this step we establish balance in providing for these contingencies which pose risks to your goals.

Building Significance
Our goal is for you to finish well. During this Wealth Transfer phase we will help you determine what significance means to you and your loved ones.

Building Contentment
We are committed to monitoring your goals on a regular basis. This allows you to monitor your
progress towards your goals.

Building Accountability
We encourage your feedback about how we are doing. We strive for passion|excellence|integrity in all we do. We provide you with the opportunity to speak back into the process and our services so that we can continue to meet your needs on the Journey to Meaningful Significance.

Once we have a plan in place, we believe it is important to stay on course. Regularly measuring and celebrating your successes will not only keep you on course but also keep you motivated.

Our structured, step-by-step process means that our team will be able to effectively integrate all facets of your financial life, uncover new opportunities, or make changes to your established plan as necessary.

 

Our Commitment is Our Word

At IPC, we pride ourselves on our integrity. We hold ourselves to the highest of standards when it comes ethical business practices.

Integrity

  • We act with the highest integrity in your best interests, placing them above our own.
  • We disclose to all sources of compensation and any potential conflicts of interest, should they arise, for our recommendations and services.
  • We make every effort to provide objective, impartial, and complete information to you about your financial needs and commit to offering realistic advice with the options available to you. We will detail the negative risks as well as the positive aspects of any recommendation.
  • We continually seek to maintain and improve our knowledge, skills, and competence, providing advice only on matters within our areas of expertise.
  • And finally, we believe we are in a powerful position to make unbiased recommendations since we are under no obligation to sell proprietary products.

People and Relationships

  • We work hard to bring you value consistently!
  • From our deep knowledge of you, our clients, we provide input to IPC, which in turn helps them develop innovative products and services to respond to your evolving needs and desires. Everyone that works with us from the top down is consistently challenged to bring their A-game, developing themselves personally and professionally, all with the goal to serve you better by creating an environment of fairness, dignity and mutual respect within which you will thrive.

Success

  • We develop strategic alliances with like-minded companies to enhance our core competencies, serve you, our clients, more effectively and as a result, we build our business.
  • We follow a performance-based approach to measuring and monitoring our achievements. Staying on top of things consistently means that we can adjust and course correct where necessary for optimal success.
  • We believe in the value of using advanced technology to support us in our efforts to innovate, improve efficiency, and deliver value consistently.

The Cost of Advice

Understanding the different fee models and what each gets you is the start of any good planning exercise.
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The Value of Advice

One-and-done is not how financial plans work. Life takes you places, priorities change, and your plans need to keep up. That’s where independent advisors, like us, can help keep you on your financial course.
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