Service Approach
Run Your Finances Like a Business—with a Trusted Advisor by Your Side
Think of us as your personal CFO
IFPS provides hourly support to a limited number of existing clients.For new clients, services are provided on a flat-fee basis.
Below is a sample of our service approach, which is customizable to your needs:
How We Deliver Our Services
Fee-Only: Compensated directly by you—and only you.
Fiduciary: Legally and ethically obligated to act in your best interest. We wouldn’t have it any other way.
Independent: No commissions, referral fees, or influence from a parent organization pushing proprietary products.
Advice-Only: No asset management fees tied to your investments.
In an industry historically (mis)defined by product sales and asset-based advisory fees, the value of a true, comprehensive financial strategy has often been overlooked.
That’s why Integrated Financial Planning Solutions has chosen to price services on a flat-fee basis. This compensation model ensures you pay only for objective advice, delivered within the context of your broader financial strategy—rather than advice dependent on a broker’s product sales or fees tied to your investment assets.
Our Fees
You’ll pay an initial fee for the development of your financial plan, followed by an ongoing annual fee billed in monthly installments. Fees are customized based on your unique circumstances, reflecting the scope and complexity of the work involved.
Schedule a time to meet with us to discuss your financial situation, objectives, and the opportunities you have to be strategic with your finances.