Personalized financial planning, service, and advice
FOR YOU AND YOUR FAMILY Learn about our missionIntegrity and Intelligence with Purpose
Intentional Wealth Advisors provides clients in northern Michigan and the surrounding areas with financial planning and wealth management services. Our professionals purposefully serve our clients to address their personal financial goals and guide them through a complex and often emotional economic environment using education and an intentional plan that enables them to focus on what they value most. We operate with the utmost care to provide all services with integrity, compassion, and clear and reliable communication.
“If you will live like no one else, later you can live like no one else.”
– Dave Ramsey
Core Services
Financial Planning
Let us show you how a Wealth Vision Financial Plan can help you pursue your ideal financial future.
Intentional Guided Planning
We provide comprehensive services and personalized advice for every stage in your adult life.
Guided Wealth Portfolios
This platform combines the benefits of a personal financial advisor with sophisticated technology.
SmartVestor Investing Professionals
The SmartVestor team is a small collection of advisors vetted by the Ramsey organization to be competent, trustworthy, and representative of the Ramsey Solutions message. We are honored to be part of the team.
Personalized and intentional financial planning to suit the different stages of your life.
Intentional Guided Planning is a service that provides information and direction, helping our clients make better decisions with their resources. Our advisors are really good at meeting you where you are while providing clarity and guidance. We have classified three stages of adult life that focus on a corresponding set of financial priorities and strategies.
Getting Started
You don’t have to be an expert, but having a basic, working knowledge of things like insurance, budgets, taxes, and investment options is always a good idea.
Mid-Career Adults
At this stage in life, you have a lot of things to keep in mind such as your health, career, children, college savings, insurance, aging parents, taxes, charity work, retirement, and more. We know it’s tough, so we’re here to support you, develop a solid attack plan, and keep you focused on what’s important.
Retired or Nearly Retired
You’ve worked hard, saved, and invested as best you could. If you raised a family, the kids are now independent adults with their own financial goals. Your focus now is that sweet spot in life when work is optional.
Recent Blog Posts
Smiles of 2018 from Google (of all places!)
Last week I received a welcome surprise from my phone. Maybe you received a similar thing. There it was, an email from Google containing a video they composed called “Smiles of 2018.” I have my photos stored automatically to the cloud, so I never have to worry...
read moreThought Leadership from My 11-Year-Old
One of the great joys of my life is the ability to have an 11-year-old girl in my orbit at my advanced age. Never in my wildest dreams would this be the case, but alas here we are. Many of my friends are empty-nesters, and they are enjoying their free time once...
read moreLinger at Your Thanksgiving Table
I have been to many funerals for clients over my 29 years in the Financial Advising business. It is a natural part of helping transition people through different stages of life. They work, they retire, and they pass on. I have been fortunate enough to have a...
read more