Our Process


Our team goes through a tried and true process with each prospective client, which provides insight into your specific goals and showcases some of the steps that Impact Financial will take to help you gain financial freedom.

Step 1: Right Fit Discovery Meeting

 We listen and learn to gain a deep level of understanding about the financial and family priorities of our clients. We share about our process and establish a vision for the future.

Step 2: Opportunity Analysis

Using insight about each client’s goals, their unique cash flow needs and the specific asset allocation structure to achieve it, we create an individually tailored cash flow model.

Step 3: Balance Sheet Presentation

By taking a total balance sheet approach, we help our clients understand their unique investment philosophy and how it drives the asset allocation strategy we’ve designed to address their lifestyle, liquidity and legacy needs.

Step 4: CFO-like Management

We can function as our client’s personal CFO to simplify the experience as we implement our asset management strategy. We employ concierge-level support and discrete guidance throughout the life of the relationship.

Step 5: Financial Freedom

As life changes and needs evolve, we will continue to meet regularly to assess our progress and maintain the alignment among the portfolio, goals and any liquidity needs that may arise.

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