Financial Planning

The Blueprint to Your Financial Independence

Financial Planning

Impact Wealth Management works with you in a collaborative fashion to help clarify your financial goals, challenges, risks and objectives. These are quantified, prioritized and ranked to provide clear goal posts by which your progress is measured. We envision our self as both your portfolio manager and personal Chief Financial Officer. The totality of your financial plan, from short-term savings/cash flow strategies to long-term retirement and estate planning, is managed in conscientious and holistic fashion.

We engage with and provide clients access to interactive and powerfully dynamic web based planning tools that create real time snapshots of financial goal progress and consolidated investment performance. This facilitates proactive decision making to ensure financial plans remain on time and on target as major changes occur in financial markets and clients’ personal lives. Additionally, clients have an easy to interpret and daily updated comprehensive view of their total net worth from any web connected device.

Though the process can often seem complex and full of intangibles, successful wealth management manifests itself in simple and profound life moments.  Providing a child or grandchild the lifelong independence of a debt free college education; providing yourself the independence of a retirement lifestyle built and commencing on your terms; experiencing a sudden and unforeseen live event (career change, job loss, divorce, etc.) and having the freedom to move forward in a confident and liberated fashion. These are but a few examples in which adherence to a disciplined, systematic financial and investment strategy yields unquantifiable psychological dividends. Financial independence is the constant variable that reinforces every successful outcome.


The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. Indexes are unmanaged index and cannot be invested into directly. Unmanaged index returns do not reflect fees, expenses, or sales charges. Index performance is not indicative of the performance of any investment.

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