Sail: Sound Advice... Inspired Life
Move your life forward
On the journey toward your financial future, it is important to have clear directions.
At Impel Wealth Management, we have harnessed our team's extensive experience to develop a process that maps out a financial course tailor-made just for you. It’s called SAIL: Sound Advice...Inspired Life.
The first phase in our process is the most important. It involves getting to know who you are and what matters most. Rather than starting with just the numbers, we meet with you to learn about your family and your lifestyle. Then, we help uncover your dreams for the future – so we can get you on the right path to help achieve them.
Next, we begin to design a customized plan that fits your unique situation. We determine where you are, then align our recommendations with where you want to be. We plan for you, your family, and even widen the circle to consider the needs of your community, church, school – wherever you may choose to leave your legacy.
Now we put our decades of experience to work by serving as your trusted financial guide. We will manage and monitor your investments and cash flow, as well as review your income tax, estate and risk management planning issues. As the market shifts, we monitor the changes to help you make wise choices and adjust our strategy if needed.
We treat our clients as family and always stay in touch. In addition to regular check-in meetings, investment reviews and financial planning updates, you can also attend our educational and social events throughout the year. Our goal is to stay connected to ensure you’re always on the right course.