Financial Planning


“This world is but a canvas to our imagination.”

– Henry David Thoreau

Traverse City Financial Planning

Intentional Wealth Advisors a northern Michigan company, providing financial planning to Traverse City and the surrounding areas. Our firm also provides financial planning to clients outside of Traverse City and Michigan. We are able to transact securities business with residents of Michigan, Alaska, Arizona, California, Florida, Illinois, New York, Ohio, Texas, Virginia, Washington, and Wisconsin.

If you do not reside in Michigan or one of the states listed, we can still provide financial planning for you and your family. In fact, you don’t have to be a client in order to take advantage of this service.

Get clear answers to important financial questions

Clients might ask, “Am I on the right track? Can I retire? Will I outlive my money?”

At Intentional Wealth Advisors, we begin our financial planning services by asking our clients, “What does your model retirement look like?”

Tell us about that, and then put us to work to address your questions with a customized Wealth Vision Financial Plan. Not perfectly or definitively, but intelligently and with purpose.

A Wealth Vision Financial Plan from Intentional Wealth Advisors is an appropriate option for addressing the what-ifs on your mind when looking at your financial future.

A Financial Plan for Everyone

You do not have to be a client at Intentional Wealth Advisors to take advantage of this service. There is a fee for this service, based on how complex your situation, but your investments can be managed elsewhere. No commitment. No additional marketing spiel. We are genuinely enthused about helping people make educated, long-term financial decisions, in any way possible.

A sound financial plan from Intentional Wealth Advisors is a powerful tool that can be accessed to your benefit. When you’re equipped with the information and clarity a good financial plan provides, “integrity and Intelligence with purpose” could be your motto, too.

What is WealthVision?

WealthVision™ is powerful, web-based financial planning software that offers comprehensive financial planning features and functions. WealthVision integrates financial planning and wealth management to enable more complete planning and better service for our clients.

How Can IWA Help You?

While you don’t need to be an IWA client to receive our Financial Planning services, you may want to learn more about our additional services such as Guided Wealth Portfolios, Intentional Guided Planning, and more. You never know when you might need some good advice delivered with integrity and intelligence.

Video: The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice. Regardless of the current state of the market, making a habit of saving a percentage of your income is a smart financial practice and can make a big difference in your financial future.

A Financial Plan from IWA can:

  • Provide a comprehensive, bird’s-eye view of your assets and liabilities,
  • Incorporate items like your expected Social Security benefits, likely health care costs, tax implications, and retirement age,
  • Project (with detail but still hypothetically) how all these items might play out over time,
  • Pit your original, base case results against events like consecutive bear markets, your spouse’s pre-mature death, or selling your business (whatever financial possibilities you want to explore),
  • Be updated with new information as life marches on (an inheritance or a family trip to Spain, for example), and
  • Allow you to make adjustments while there’s still time.

Your WealthVision Financial Plan features:

The Decision Center

Immediately see the effect on your plan when you ask, “What if I retire three years earlier?” or “What if I take the lump sum instead of the 5-year income stream?” or “What if I increase my mortgage payment by $200 a month?”

Account Aggregation

All the elements of your financial picture are on one page – bank accounts, outstanding loans, income streams such as Social Security and a pension, even your insurance policies.

Your Personal Website

At a private and secure location, with links to real-time data, your accounts are updated daily, and your assets tracked against your goals. You can even upload your important documents for digital safe keeping.

Remote Access on Mobile Devices

At any time you can view your financial information and provide an accurate, up-to-date snapshot to other service providers such as your banker or estate lawyer.

Let’s start the conversation. Call 231-933-0846 or click here.