Our Financial Planning Process
Your financial plan is our purpose.
We believe your strategy should be dictated by your goals, not the other way around. That means our process is built on getting to the heart of your objectives first, so we can offer a powerful financial strategy that aligns perfectly with and supports your vision.
Please note: The scope of any financial planning and consulting services depends upon the terms of the engagement and the specific requests and needs of the client. Ironwood Wealth Management does not serve as an attorney, accountant, or insurance agent. Ironwood does not prepare legal documents or tax returns, nor does it sell insurance products. If the client desires, one of Ironwood’s representatives, in their separate individual licensed capacities, can be engaged to provide insurance sales/service as described on Ironwood’s written disclosure brochure, per the terms and conditions of a separate engagement and fee.
Let’s get started: