Services

Financial Planning

As CERTIFIED FINANCIAL PLANNERS™, we believe that the planning process is crucial to success with your plan. At INT, we believe in intentional, interactive wealth planning.  We are intentional about building a plan to achieve your goals and we have an interactive process to update your plan to make sure it’s always up to date.

6 D’s

• Discovery Meeting – Identify your goals and get to know you
• Data Collection
• Data Confirmation
• Develop Recommendations
• Deliver Plan
• Devise Next Steps for working together

Investment Management

Risk Capacity

• We believe your plan should drive your investment allocation. We know this can change over time so we will adjust your approach as your situation changes.

Risk Tolerance

• How much risk are you comfortable with taking? When you move money into stocks and bonds you are taking some risk. We talk with you to understand how comfortable you are with the idea of risk in your portfolio. We never want to sell investments low if we can avoid it.

 Plan-Driven

• The plan is the driving force of everything we do. We are intentional about our investment decisions by letting the planning process drive decisions, not what the news is saying.

 Long-Term

• Since we cannot predict the future, we are not “market timers”. We employ a long-term investment strategy that is in line with your plan and your goals. Over-time, we believe that being focused on your plan and not focused on the “next big thing” will help our clients achieve their goals.

 Educational

• There is so much information in the world of investing these days. It’s overwhelming.  We will work with you to teach you about what is in your portfolio and how it fits in to your financial plan.