THE IEM WAY

At IEM, we put our clients first, investing in long-term relationships. No matter how your goals evolve over time, we use a holistic perspective to help you navigate the issues of wealth accumulation, taxation, income in retirement, investment management, wealth transfer, and charitable giving. When you work with us, you work with a team of authentic and dedicated experts who will help you achieve your goals.

OUR PROCESS

1. Understand You:
During this first stage of any work with our clients, we want to get to know your individual situation. We discuss and prioritize your goals, review your financial position, discuss concerns, and set expectations.

2. Develop Your Road Map: 

After getting a full picture of your situation, we create a comprehensive financial plan by evaluating your strengths and vulnerabilities based on your current financial situation. Then, we help you customize a road map based on your life events and future goals. Finally, we collaborate with you through open communication to revise the recommendations as appropriate.

3. Take Thoughtful Action:
Once a plan is established, we help you to implement your prioritized recommendations. IEM helps you optimize your investment allocations, implement your saving strategies, change your beneficiaries, help you with the estate process, consolidate accounts, and more.

4. Review Your Progress:
Through annual or semi-annual strategy sessions, we monitor the performance and overall progress of plan implementation. IEM continues to evaluate how changes in legal, tax, and economic environments affect your plan and help you solve for new information by providing ongoing support and guidelines for your specific needs.

WHY CHOOSE IEM AS YOUR FINANCIAL PLANNING PARTNER?

At IEM, we understand that life is full of unexpected events and changes, which is why our financial plans are designed to be flexible and adaptive. Whether it's a change in your career, a growing family, or new financial goals, you will work with our experienced wealth management team, who will proactively update and adjust your plan to ensure it evolves with your life.

We believe in educating and empowering our clients; our team offers educational resources and one-on-one consultations to break down complex financial concepts into understandable terms, enabling you to make informed decisions with confidence. We also value long-term relationships, aiming to build trusted partnerships by being responsive, available, and supportive.

We celebrate your financial milestones and help you navigate any difficulties along the way. Transparency is key to building trust, so we ensure that our advice is clear, and you understand the reasoning behind each recommendation.

QUESTIONS? LET’S TALK.