At Integrated Financial Strategies, we are deeply committed to assisting you to thrive throughout your retirement years. To create a successful and satisfying retirement, your plan must support your values as well as your lifestyle - so we engage in the following four-stage process that encourages positive change:

• Discovery:  Inquiring into the possibilities of a situation
  
• Dream:  Creating a clear results-oriented vision for the future
  
• Design:  Developing alternatives to bridge the gap between "what is" and "what might be"
  
• Delivery:  Implementing a plan and observing as the results unfold, and making adjustments as needed
  

Our clients are typically age 50 and above. Many have already left the workplace in favor of a "traditional" retirement. Others are creating small businesses or pursuing artistic or charitable interests on a part-time basis. Some are just beginning to consider what's next on their their life journey. 

Creating a working relationship that helps you move toward your most cherished goals requires a commitment from both of us. I am best able to assist you if you are serious about developing a relationship with me as your trusted advisor. Do you:

• Have a long-term perspective and want a long-term relationship?
  
• Want to create a vibrant life and thrive throughout your retirement years?
  
• Understand financial strategies and products, but have a low level of interest in doing the work yourself?
  
• Feel willing to fully disclose your assets, values, goals, and concerns?
  
• Consider yourself to be open-minded and curious?
  
• Want to work toward specific goals and targets?
  
• Now have (or plan to accumulate) at least $250,000?
  
• Have strong connections to family and community?

If you identify most of these characteristics as being similar to you, we may have the basis of a compatible working relationship. I look forward to exploring the possibilities!