Meet your new personal CFO.
Sound financial advise 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
No one likes surprises. Explore the different policies available to protect you through the unexpected.

Business Succession Planning
