At Integrity Financial, our duty is to our clients, and our client-centered process reflects that belief. Through a four-phase process, we uncover your unique goals and needs. After developing a strong foundation, we design and implement a plan to help maintain your lifestyle and address your financial concerns.
Everyone has a different goal with their portfolio: maybe it’s traveling more, staying closer to family, or even starting that passion project you’ve always dreamed of. Working toward some of these goals may require more or less risk in the market. How much risk should you take with your portfolio?
Phase 1: Goals
We start with a set of questions that will help us gain a deep understanding of who you are and what is important to you. We want to see your dreams and concerns through your eyes.
Phase 2: Plan Development
After understanding your goals, we help design strategies to fit your lifestyle. You’ll receive a Chief Financial Organizer (CFO) which holds all of your financial information. In addition, you will receive a My Action Plan (MAP) which covers issues that need to be addressed over the next two years.
Phase 3: Implementation
Now we begin executing your goals for the future. Covering everything from organizing your finances to implementing your MAP vision and adopting an Investment Policy Statement and Master Allocation Strategy.
Phase 4: Ongoing Plan Optimization
Through constant monitoring, we can integrate changes to your plan and ensure that your plan continues to meet your needs.