Our Process Begins
and Ends With You

The client-centric approach at ICFP focuses on our partnership with you.

Our process is designed to provide financial direction and the confidence to proceed toward your financial goals.

Ready to learn more?

Needs, Goals, and Vision

We start first with understanding your Needs, Goals and Vision for the future.

With this understanding we can help define and shape your priorities.

We’ve created a Financial Timeline so you can see a typical life timeline of events and financial priorities.

Tuning Out The Noise

As an investor, it’s really important to create a plan and stick to it. Don’t be distracted by everything you hear on the news.