Meet your new personal CFO.
Sound financial advice and wealth management.
Our Process
Here's how IFC works for you.
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1
Getting to Know You
Our clients also call this the 'about me' meeting. We'd rather learn about your financial world and how we can help rather than talk about our credentials for an hour.
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2
Offline Planning and Strategy
Sit back and relax while a plan is developed for you.
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3
Recommendations and Implementation
Move from having a written plan to one you're living out.
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Wealth Management
Our holistic approach to wealth management brings all financial services and products at our disposal to the table for a custom tailored plan for each client.