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Our Process

We believe that your financial plan is at the root of all that we do. To build the most powerful financial strategy for you, we utilize a planning-based process to best understand your goals and financial literacy.

Our financial planning process includes:

1. Establishing and defining the client-planner relationship
Relationships are everything at our firm, and we never make any financial recommendations until we fully understand a client, their goals, and their specific circumstances.

2. Gathering client data including goals
Our goal is to provide you with an accurate, adaptable, and well-thought out financial plan.  In order to accomplish this, we need to know everything about you.  By marrying your current financial situation with your future goals, we will leave no stone unturned.

3. Analyzing and evaluating the client’s current financial status
Understanding where you are today is essential to planning for where you want to be tomorrow.

4. Developing and presenting recommendations and/or alternatives
In building your plan, we will always provide you with multiple recommendations and educate you on the benefits and setbacks of each. An informed investor is a powerful investor.

5. Implementing the recommendations
It’s go time! Together, we implement the plan, keeping you informed and updated on progress and changes.

6. Monitoring the recommendations
We don’t just build a plan and then set it on the shelf to collect dust. We are always monitoring our clients’ plans and investment portfolios, continually tuning and adjusting as needed.

Our comprehensive process is designed to create a plan that helps you achieve both current and long-term goals. Whether you are looking to grow your existing portfolio, need help to ensure the orderly succession of ownership for a family business, are providing care for an aging family member, or are looking to establish a philanthropic legacy, we are here to help.


* 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 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/services as described on Ironwood’s written disclosure Brochure, per the terms and conditions of a separate engagement and fee.