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. .