Intentional Guided Planning

Getting Started

No matter your age or experience with financial matters, there is a lot to know! It’s good to have a working knowledge of things like insurance, budgets, taxes, and investment options.

But you don’t have to be the expert.

If you’re just getting started, please allow Intentional Wealth Advisors to be your source of information and direction. Our advisors are really good at meeting you where you are, providing clarity, and guiding you to make good decisions with your resources. 

Click here for our Getting Started Guide to financial planning.

 

Mid-Career Adults

At this stage in life, you have a lot of plates to keep spinning. Some of those plates might be labeled Health, Kids’ Schedules, Career, Insurance, Aging Parents, College Savings, Taxes, Charity Work, Retirement Planning, Family Vacation, Mortgage, and the like.

We know it’s tough, so we’re here to help. Armed with your IWA support team, a solid attack plan, and focus on the goal, you can keep those plates in line. 

Click here for our Mid-Career Adults Guide to financial planning.

 

(Nearly) Retired

Over the years 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.

Or maybe you’re already there ….

Still, it’s important to be mindful of your retirement years, your estate, and healthcare needs. It’s a good time, too, to reflect on how your life’s work can have a positive and lasting effect in your family and community. 

Click here for our (Nearly) Retired  guide to financial planning.