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FINANCIAL PLANNING 

We develop strategies to help grow, preserve, protect and transfer wealth.

A passion for purpose-driven planning is at the heart of IronBridge.  Our financial plan design system is suited for individuals that have a desire to proactively direct their financial wellness.

Financial Roadmap

Sample Financial Plan

Interactive Dashboard

Personalized Website

Dedicated Advocates

Our Team

OUR ROLE IN YOUR FINANCIAL LIFE

Although many of our clients have existing advisors that are focused specialists, they look to our cross-disciplinary approach to bring together the various components into one coordinated financial plan.

This enables us to seamlessly design, implement and proactively manage your financial planning on an ongoing basis.

Craft Creative Design

Coordinate Your Wealth Team

Act as a Catalyst for Progress

OUR PROCESS

The initial stages of our process may last two - eight months, depending on the complexity of your personal situation, but many clients appreciate the value we add and continue our partnership with their families for generations. Here is a look at the composition of our process.

1. ENGAGE

Establish and define the scope of the relationship.

2. COLLECT

Gather data, including goals and expectations.

3. ANALYZE

Process and analyze information to determine planning opportunities. 

4. DESIGN

Develop and present financial planning recommendations.

5. IMPLEMENT

Implement the financial recommendations based on priorities.

6. REVIEW

Structure, ongoing reviews of the financial conditions.