The foundation of a sound financial vision begins with competent, objective advice. While many firms focus on a single aspect of a client's overall plan, Innovative utilizes a holistic approach. We understand that our clients often face challenges involving far more than just meeting investment objectives.
With a foundation of experience, Innovative's advisors:
As our clients' needs evolve, so does Innovative’s services, people, and core competencies. Having the right process and capabilities to meet new or changing client demands is a vital part of our firm’s longevity and ability to serve clients. Access to intellectual capital helps clients navigate the changing market and business environments.
To meet ongoing needs to provide you with new capabilities and services, we:
Let our team guide you through this process.
Initial client meeting to understand your unique goals and objects.
Second meeting to gather data to develop your personal plan.
Meeting to analyze your current situation based upon the data you provided and develop comprehensive solutions.
Strategy Check-In
Review your initial plan and discuss recommended strategies.
Implement plan and recommendations and products to help you attain your goals and objectives.
Monitor your plan and make updates periodically based upon changes to overall goals, objectives and life changes.
