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 you 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 end 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 a continued service beyond the first year to update and adjust your 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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