Whether it’s helping a new or existing client update their plan, Ivy Wealth Partners wants to lay out a clear plan of attack. Our aim is to have our engagement and review process completed within a series of three to four meetings each year. We work with clients to schedule subsequent meetings in advance to capture momentum while information is fresh and top of mind. We feel strongly about keeping a defined process. We know life is busy and our clients’ have a lot of demands on their time. The longer a process takes, the more opportunity for obstacles to present themselves and thus less progress is made towards important goals.
We strive to create plans that address every goal, big or small. Retirement, tuition funding, and insurance planning are key pieces to a majority of financial plans. However, do you have a debt reduction strategy? How will you fund home renovations? How much should you keep in reserves? These questions, while perhaps not as significant in magnitude, are important and need to be addressed for our clients. At Ivy Wealth Partners, we will leave no stone unturned.
Ivy Wealth Partners serves a wide variety of families and businesses across various age groups and industries. Not every client will have the same needs each year. Similarly, not every client will have the same time frame or schedule flexibility by which they can carve out time to update their plans. We are willing to take clients through our process at a cadence that works for them. We believe being efficient and thorough is key, but let’s make planning easy and enjoyable!