The client-centric approach at ICFP focuses on our partnership with you. Through our comprehensive process, we are uniquely positioned to help each client deal with the complexities of the financial world so they can focus on other important aspects in their lives. Our process is designed to provide financial direction and the confidence to proceed toward your financial goals.
To assist in the development of our professional relationship, we ask you complete our New Client Kit.
Formalize a direction for our professional relationship that best aligns your needs with your comfort with risk.
Identify and answer the following as it pertains to your situation:
We will continue to be in communication to identify the specific opportunities in our world of endless global change and, as your needs evolve, providing us the framework for a lifetime of mutual growth.
This monitoring can take on many forms, but not limited to: