Financial Advice 3.0: Intentional & Transparent 

- Plans That Fit Your Style -

 

At IWP, we believe that our clients deserve to understand fully what they are receiving from us and what the corresponding cost is for those services. We also believe that a key component of your achieving your goals is trusting us to guide you to them. And that trust starts with being transparent before you even become a client of ours. Additionally, we will not invoice you for your financial plan unless you are 100% satisfied with the result. 

If you fit our profile in Who We Serve and want to discuss what would make most sense for you, go ahead and schedule a meeting

 

 

 

One Time/First Year Financial Planning

Designed for those who are looking for a comprehensive look at their financial picture and a simple, step-by-step guide for implementation.

Basic Plans Start at $1500

Minimum Deliverables for Basic Plans

  • Goal Setting & Financial Roadmap
  • Cash Flow Organization & Planning
  • Asset-Map Report including insurance review, retirement analysis, and plan, debt paydown strategy, college savings
  • Portfolio Risk Analysis
  • 1 Page Financial Plan
  • Access to Vetted Professionals
  • 3-5 Meetings to Complete the Plan and 1 Review Appointment During the First Year 
  • Unlimited Email Support
  • Unlimited Adjustments to the Plan for the First Year

Additional Services Provided at an Extra Cost to be Discussed Up Before Engagement;

  • Tax Planning
  • Family Financial Meeting
  • Coordinated Financial Review with Other Professionals
  • Monthly Cash Flow Reviews
  • Long-Term Care Planning
  • Estate Planning
  • Business Planning including Succession Planning, Employee Benefits, Cash Flow Review, Key Person Insurance, Buy-Sell Planning, Non-Qualified Deferred Compensation, Business Reserves Optimization
  • Additional Meetings Beyond the 1 Review Appointment

Get Started

 

 

Ongoing Financial Planning

Designed for those who are looking for continued service beyond the first year to update and adjust their financial plan. 

Basic Plans Start at $1000 Annually. 

Minimum Deliverables for Basic Plans

  • Goal Setting & Financial Roadmap
  • Cash Flow Organization & Planning
  • Asset-Map Report including insurance review, retirement analysis, and plan, debt paydown strategy, college savings
  • Portfolio Risk Analysis Updates
  • Access to Vetted Professionals
  • 2 Virtual Review Meetings per Year
  • Unlimited Email Support
  • Unlimited Adjustments to the Plan for the Entirety of Engagement

Additional Services Provided at an Extra Cost to be Discussed Up Before Engagement;

  • Tax Planning
  • Family Financial Meeting
  • Coordinated Financial Review with Other Professionals
  • Monthly Cash Flow Reviews
  • Long-Term Care Planning
  • Estate Planning
  • Business Planning including Succession Planning, Employee Benefits, Cash Flow Review, Key Person Insurance, Buy-Sell Planning, Non-Qualified Deferred Compensation, Business Reserves Optimization
  • Additional Meetings Beyond the 2 Review Appointment

Get Started

 

 

Investment Management

Designed for those who seek ongoing investment management. Can be used as an add-on to a financial planning agreement or as a stand-alone service. 

$0 - $1,000,000

1.00%

$1,000,000 - $3,000,000

0.70%

$3,000,000 +

0.55%

(Based on Account Balance)

 

*Additional fees may be incurred

What's Included?

  • Personalized Investment Advice
  • Automatic and Strategic Rebalancing
  • Tax loss harvesting to increase your after-tax returns
  • Tax efficient investing
  • 401k integration into your overall asset allocation
  • Behavioral coaching 
  • Consolidation and simplification of accounts 
  • Asset-Map Report complete with retirement analysis, net worth statement, beneficiary report and so much more
  • Access to financial dashboard powered by Altruist
  • Access to advanced planning topics when applicable

 

Get Started

 

 

 

Have specific investment or portfolio questions?

contact us today!

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