facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck

INPAC Planning Process


Discover Core Values

What's most important to you? What do you want to accomplish your life? Not just for you, but your family, your business and more? Share your core values so we can learn more about you and how our process may help. With this information, we'll gain a better understanding of how we might best serve you.

Fact Finding

Where are you now and where do you want to be, both in your personal and your financial life? These are just some of the questions that help us dig deep into the facts. With the right facts and research, we're able to design a roadmap that enables you to live out your dreams. This roadmap will become your custom wealth solution to the problems you face today.

Solutions & Strategic Planning

Just like a real map, a financial map illustrates how to get you where you want to go by using specific solutions that meet your goals and aspirations for the future. However, the destination to your wealth solution will always have more than one path. And each path comes with its own strategy. That’s what you’ll discover in our third meeting. During this meeting, we'll look at the roads available to you so you can decide which path you want to take.

Plan Implementation

Once you've picked your path, it’s time to take a step closer towards living your dream. It’s time to act. During the plan implementation phase, we work together to execute the actions you need — in the right order. We drive to the destination in your wealth plan, together. 

Client Review

We all know life changes, and we’re committed to helping you achieve your long-term goals financially, professionally and personally – no matter what happens. This brings us to the ongoing process of the client review. Should your path go through any changes at all, we are with you, every step of the way. We’ll review with you through an ongoing series of evaluations. This way, you can feel confident that your plan is aligned with your goals in life.

Check the background of this firm/advisor on FINRA’s BrokerCheck.