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.

Phase 1: Develop the Planner-Client Relationship

Relationships are everything at Ironwood Wealth Management. Our commitment is to get to know you and fully understand your goals and circumstances, so that we can make the best financial recommendations for you.

Phase 2: Information & Data Gathering

If your goal is an accurate, adaptable, well thought-out financial plan, then we’re on the same page. To improve our accuracy, we’ll endeavor to learn as much as we can about you and your current financial situation.

Phase 3: Analyze & Evaluate

Once we fully understand where you want to be in the future and have a complete picture of what your financial situation looks like today, we’ll be well on our way to the creation of your plan.

Phase 4: Presentation of Your Plan

In this phase, we’ll present you with the recommendations and alternatives we’ve identified for you. We’ll also educate you on the benefits and drawbacks of each. We believe an informed investor is a powerful investor.

Phase 5: Implementation of Your Plan

This is “go” time, when we work together to put your plan into action. We’ll keep you informed and updated on progress at every step.

Phase 6: Monitor & Adjust

No “set it and forget it” here. We’ll continually monitor your plan and your investment portfolio, fine-tuning and adjusting as needed, while always letting you know what we’re doing and why.

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.

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