The ILS Approach
The ILS Approach is a 4 step planning process to develop your unique strategy:
- Fit Call - We begin with a brief chat to learn who are you, what's your mission, can we provide value?
- Strategy Development Meeting - We take a deep dive into what your goals are, learn about the resources you have available, work to understand your values and priorities, and begin building your financial plan.
- Strategy Implementation - We present your financial plan, finalize refinements to your strategy and get to work!
- Ongoing Stategic and Tactical Updates - We work with you to update your plan and strategy on a schedule driven by your needs and request.
We leverage our Personal Financial Organizer as a tool to help build your strategy, keep us both on the same page, and organize your financial matters.