We all have dreams for the future. But to get there, you need to start by understanding where you are. Right here. Right now.
At Impel Wealth Management, we get to know you – your current financial situation and your vision for the rest of your life. Then, we chart a course to connect the two.
We do this by using a customized process called SAIL: Sound Advice ... Inspired Life.
PHASE I: Discovery
Getting to know who you are and what matters most.
We believe money is a means, not an end. So rather than starting with the numbers – just the facts on paper – we want to understand the whole you. Because what’s most important to you, matters most to us.
PHASE II: Analysis
Determining where you are and where you want to be.
Every person’s financial situation is unique. So once we’ve learned more about you, we design a customized plan to help move your life forward. By developing a one-of-a-kind plan just for you, we help connect your dreams and resources so you can live the life you imagined.
PHASE III: Implementation and Management
Serving as your trusted guide.
We put our decades of experience to work by walking with you on your journey. This includes managing and monitoring your investments and cash flow, as well as reviewing any income tax, estate and risk management planning issues.
PHASE IV: Relationship
Staying connected with you.
We believe relationships are built on regular interactions – not a one-time conversation. That’s why we commit to keeping in contact with our clients throughout the year. Whether you attend an educational or social event, or connect online through our blog and webinars, we are here with you to keep you informed and connected. And of course, you’ll also have access to regular investment review meetings and financial planning updates.