Loosen your grip in turbulence -Colonel Nicole Malachowski
Isobelle Ives
Financial Advisor|ChFC®
Advocating and Elevating Diverse Communities.
Get a financial plan that prioritizes your priorities.
Together, we'll look at where you are, wherever that is. The first meeting I have with clients is always discovery oriented. I ask questions about your personal, professional, and financial background... what keeps you up at night?
The more clients are willing to share, the more my team and I can meet you where you are- both financially and emotionally. We like to get a sense of your current philosophies around money as well as your experiences with it in the past. (There is no cost to the client for this meeting, or subsequent meetings.)
It's important that we are clear and prescriptive around what your priorities are today and down the road. Any and all decision-makers or decision-helpers are welcome in this meeting.
From there, I'll then give you multiple strategies specifically designed to take you where you want to go. Here's how we'll get it done:
Look at where you are today
Your plan will help you make the most of what you already have, no matter where you're starting from, and give you a snapshot of your financial big picture.
Identify where you want to go
Whether it's shorter-term goals like managing your debt, or longer-term ones like saving for a new home, or retirement, your financial plan will show you how you're tracking, help you understand what's working, and point out any gaps you might have.
Put together range of options to get you there
Looking across all your goals, you'll get personalized recommendations and strategies to grow your wealth while making sure everything's protected. And I'll help you determine the right moves to make today and later on. Your financial plan is based on your priorities. As those priorities change throughout your life, we'll shift the financial strategies in your plan, too-so your plan stays flexible, and you stay on track to consistently meet goal after goal.
Financial planning
Our financial planning conversations don't begin with your finances. Instead we start with you - your life, your family, your priorities, and goals. Once we have your big picture in focus, we'll tailor a plan from a range of financial options using multiple strategies designed specifically to help get you to where you want to be.
Retirement planning
We tailor your plan to fit you and your goals with a range of financial options. From insurance for protection to strategies for growing your money and providing more flexibility, we'll help you live the retirement you always wanted.
Education funding
With the cost of school continuing to rise, it's more important than ever to have a plan to pay for it. From strategies for saving and funding education to how whole life insurance can play a role, we can help you understand your options.
Estate planning
We can help you coordinate with your other advisors like attorneys, accountants, and tax professionals to do things like set up trusts, minimize taxes, and administrative costs that can protect the legacy you leave behind.
