The iNNOVA P.R.O.M.I.S.E.

Prepare

Our first 15-minute phone conversation is intended to help us get to know one another. We’ll learn more about your unique situation and outline our areas of expertise to help determine whether we’re a good fit.

Research

Next, we’ll take a one-hour exploratory conversation to dig deeper into your specific financial situation. We’ll review your goals, values, and your top concerns as you head into retirement. Together, we’ll review your financial documents to get a clear snapshot of where you are now in comparison to where you want to grow. Our priority will be to answer all of your most pressing financial questions, including:

1. How much can I spend in retirement?
2. Can my taxes be reduced?
3. Can my investment portfolio be improved to support
   my goals?
4. Can we eliminate or reduce any threats to a successful
   retirement?

Outline

During our second meeting, we’ll take the time to outline your retirement strategy. Our team will go over where you currently stand, and the steps you’ll want to take to retire the way you want.

Measure

We don’t stop with the strategy! We’ll go over the quantifiable ways that our recommendations would improve your situation in comparison to your current strategy. Our goal is to get you as close to your ideal retirement as possible, and this step helps to determine whether that’s feasible.

Implement

Ready to move forward? Our team is here to help walk you through the exact steps we’ll take, and help you to start implementing the strategy we’ve outlined. If at this point, you decide you’d rather go a different direction, we’ll shake hands and walk away as friends. We ultimately want what’s best for you!

Simplify

Now that you’re partnered with iNNOVA Wealth Partners, we’re here to walk alongside you for every step of your retirement. Once we’ve developed a strategy, we work on simplifying and streamlining your financial plan so that you understand what we’re doing, why we’re doing it, and how it’s moving you toward your goals. This is also when our team starts to help you with the implementation process - further simplifying your financial “to do” list!

Empower

Our P.R.O.M.I.S.E. to you is that you’ll never walk through the retirement journey alone. The final step in our process is the ongoing feeling of empowerment you have knowing that you have a team of financial experts in your corner to help you move forward with financial confidence.