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.
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.
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.
Establish and define the scope of the relationship.
Gather data, including goals and expectations.
Process and analyze information to determine planning opportunities.
Develop and present financial planning recommendations.
Implement the financial recommendations based on priorities.
Structure, ongoing reviews of the financial conditions.