Integrative's clients include a wide range of individuals and families with diverse personal and professional backgrounds and circumstances. Our clients share the common desire to take control of their financial future. We provide clients with the control they seek by helping them review, analyze and understand their current situation and by giving them the tools and guidance to effect their future.
Our typical clients are looking for an objective financial professional to provide them with expertise, knowledge and clarity about financial issues that they can use to achieve their short-term and long-term goals. Integrative's clients can be generally grouped into the following two categories:
1) Those that have the interest, the skills and the knowledge to manage their own financial planning and investments but lack the time to adequately devote to these areas, and
2) Those who lack the interest, skills, or knowledge to handle their own financial planning and investments and are seeking a professional financial advisor to educate and work with them.
Our goal is to provide our clients with valuable insights about their changing financial situations. Our clients recognize that financial planning is a professional service similar to working with a CPA or an attorney and that the value of our guidance is dependent on the quality of the information that they provide to us. Our clients recognize that we are working together as partners to achieve their goals.