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YOUR WEALTH MISSION
IS OUR OBEJCTIVE

Experience a process that helps you clarify your vision for what you want from your wealth.

BE CURIOUS

Your wealth without a mission is like your car without a key.

What are the things you're chasing after? Are you gaining the world and at the same time losing what matters?

Before you worry about what investments are best for you, how to mitigate your taxes, and what's the best way to protect your assets, you should first define what it is your trying to accomplish with your life.

BE
DELIBERATE

After confirming that what your chasing after is aligned to your mission, the next step is to integrate your existing wealth behaviors and decisions into your mission itinerary.

How does each of the major wealth domains fit into the overall mission?

Cash Management (Budgeting)
Earning (Career)
Asset Protection (Insurance, Tax Mitigation)
Investment Management
Beliefs & Knowledge

There are reasons why some of these domains are natural to you and others introduce anxiety in your life.

ACTIVATE

Talking about defining your purpose and designing your financial plans to align is one thing. If it were easy, you wouldn't be reading this far. Our process does most of the heavy lifting for you.

We don't ask you the same questions you've already been asked. We utilize 193 data points about you to help you to understand your personal and elusive beliefs and motivators (i.e. your mission).

We then design your entire financial plan around your very unique mission.

WE ARE
A FINANCIAL PLAN THAT ONLY MAKES SENSE FOR YOU
WHAT SHOULD YOU EXPECT?
  • A Registered Investment Advisory (RIA) Firm that believes in having fun while planning serious matters
  • A team of experts (CFP®, CFA®, CPA, CExP™, MBT)
  • A collaborative approach focused on aligning each of your trusted advisors in the same direction
  • Investment, Estate, Tax, Retirement and Succession Advice & Experience
  • The most connected & personalized plan
  • To be inspired and motivated from your work with us.
What we do
WHY ARE WE DIFFERENT?
WHAT DO WE DO
  • We utilize machine learning and Human Intelligence
  • We analyze 193 data points about YOU
  • We make you aware of how these work in your financial life
  • We replace scripted financial questions with actionable insights
  • We transform your approach to maximizing wealth.
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WHY ARE WE DIFFERENT?
HOW WE DO WHAT WE DO
  • Our Intentional Way Process:
    • Step 1: We analyze 193 data points to learn what we need to about you
    • Step 2: We use analytics to understand your financial and investing behaviors
    • Step 3: We educate you about your 5 Essential domains of wealth
    • Step 4: We outline strategies to optimize each essential domain
    • Step 5: We deliver a deliberate, connected & actionable playbook to hold you accountable to your maximized joy & wealth
SERVICES
HOW DO YOU
Maximize Joy & Wealth

It begins with how you prioritize joy and wealth in your life. Is joy dependent on wealth in your life? Or, is wealth secondary to joy in your life? True greatness requires sacrifice. It is your definition of maximized that truly sets the course for your journey.  What is maximized wealth?  Is it more money than anyone?  More than your parents? More than your friends? Is it enough to live without concern about money? What about maximized joy?  What does that look like for you? When you are truly your happiest, what are you doing? Traveling  

with friends or family? Watching kids on sporting fields? Hosting family dinners? Concerts? Boating? Dining at the best restaurants? These are the answers you can give us.  The answers we give you are your unconscious beliefs and understanding about what motivates you and why.  Once we are able to define those for you, we are then able to clearly define where your strengths and weaknesses are in each of the 5 main wealth domains.  If you go through our process, what's the worse thing that happens?  In our estimation, the worst thing is you are back where you started.

Wealth

Joy

Legacy

 

Our Services

We work with business owners & executives, professional athletes, and families. 

1. Wealth Identity Planning

2. Investment/Portfolio Management

3. Risk Management / Wealth Protection

4. Tax Planning

5. Legacy & Estate Planning

6. Strategic Philanthropic Planning

Take control and let it rip with Intentional!

 

INDIVIDUAL FAMILY

Individuals and Family

PROFESSIONAL ATHLETES

Professional Athletes

Qualified Plans

Qualified Plans

BUSINESS OWNERS

Business Owners

By 2027, Intentional wants to donate $1M to nonprofits in
YOUR community.