ABOUT THE PRACTICE
Irvine Wealth Planning Strategies was formed based on my passion to work with people in the financial planning capacity. To offer on going financial advise that does not start with the investment strategy, but includes one. After many years of joining firms and trying to get them to do what I love, I made the leap to control that opportunity! It was with the incredible support from family and clients that I had the courage to make that leap, and continue to grow.
Client Experience Expectations
When you choose to collaborate with Irvine Wealth Planning Strategies, you should expect the discovery meeting to be about what you are most passionate about in life. Who are you and what is your passion in life? This allows for a deeper understanding of what the numbers represent.
The next step is completion of the planning worksheet. This will generate the starting point in our relationship and the scope of work that is needed.
Next comes evaluation of that information, followed by analysis and a recommendation report; as we walk through the report together, you will decide which recommendations you want to implement and an associated timeline.
You are not left alone during the implementation stage, as we will guide you down the route you’ve chosen.
Once the initial implementation stage is complete and you have control of your financial life, you feel a sense of calm and excitement about your financial future.