If you are a business owner or a high achiever and are experiencing any of the thoughts above, something has to change. This sacrifice should expand your freedom for yourself and the ones you care about, not strip it away. If it isn't, then what is the purpose of the sacrifice?
You deserve to Thrive, not just Survive.
Furthermore, if the money you are making is not being spent intentionally on what truly matters, you are not only sacrificing today, but you are ROBBING your future self and future generations of a better life. This lack of clarity and intentionality continues to compound little by little every day.
The true cost of this is sitting in your office alone late at night, working on an aspect of your business or job you do not enjoy when you should be spending time with your family.
At IWP, we believe that you are at the core of the most impactful financial plans. After all, wealth is just a tool to improve your life.
And bring in simple-to-understand plans and concepts meant to bring YOU to your hopes, dreams, and goals. We achieve this by adhering to the following principles.
See us as your financial guide to navigate the various aspects of financial planning. We bring relevant professionals into the conversation as well so you know that your plan is being integrated along with all the relevant financial topics.
Our team of CFP professionals is here to build lasting relationships. This is why we adhere to the highest ethical standards within the industry and are fully transparent about our services and costs. See Pricing
We help our clients realize their hopes, dreams, and goals so they can live their best lives today and tomorrow. We want to know you and your story before we even discuss finances. Doing so allows us to truly understand what is important to you and properly guide you to your desired future.
We do this with highly customized and tailored solutions for your specific needs by blending expert human advice with robust technology. This combination allows us to focus on the right things so you can get back to spending your time on what matters most.
