Our Process

Our process is simple – we take time getting to know you, your priorities, your concerns, and your goals. If there is a mutual desire to continue to work together, we create a comprehensive financial plan that will help you accomplish your goals. After we discuss and modify the plan to your liking, we implement the plan and put you on track to success!

Life constantly throws curve balls, often we find mid-term and long-term trajectories need to be adjusted to stay on track. At Innovative Financial Solutions, you can count on an annual review of your accounts and goals, as well as follow-up virtual meetings throughout the year to make sure that you are pleased with your plan and satisfied with our service. Of course, we are always here for you any time you need us during normal business hours.