Intentional Guided Planning
It’s never too late to get on the right financial path.
You donât have to be the expert in financial planning and wealth management, but it is helpful to have a working knowledge of things like insurance, budgets, taxes, and investment options. It is also helpful to have someone to callâpreferably a certified financial plannerâfor some good financial advice. That’s why we’re here. Regardless of your age or your level of experience, it is always good to have a source for reliable, clearly communicated financial advice. If youâre just getting started, please allow Intentional Wealth Advisors to be your source of information and direction.
This diagram highlights the five primary categories for this first stage of Intentional Guided Planning. Each of these categories and their respective components are detailed below.