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Our Process

The Integral Wealth approach to financial planning is focused on you and your life goals. While our primary mission is to grow and preserve your financial assets, we want to do so in a way that’s aligned with your personal values and aspirations. Through our distinctive and personalized process, we help you use your money as a tool to build your legacy and increase your enjoyment of life. Our experienced team remains fully committed to you throughout the initial process and beyond.

Understanding your values

We start by gaining a more balanced—or integral—understanding of your values and unique perspective on finances. We consider all your “riches”: your portfolio, business, health, faith, philanthropy, lifestyle and family.

Assessing your current finances

We analyze your assets and gain insight into your distinct financial situation. We look at the whole picture, ensuring that all facets of your financial needs are addressed as we move toward your future goals.

Designing an integrated plan

Once we understand you and your goals, we design a highly customized, integrated financial plan. We use strategies based on key principles to build a road map unique to you and your dreams.

Implementing your strategy

Then we put your personalized plan into action. As we progress toward your goals, we focus on anticipating your needs. We take proactive steps to make timely recommendations that hold true to your best interests.

Providing ongoing support

We continue to support your investment objectives through ongoing collaboration with you and your trusted professionals, consistently strategizing to ensure that your plan complements your changing life priorities. 


There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification and asset allocation do not protect against market risk. There is no assurance that these techniques are suitable for all investors or will yield positive outcomes.