INDIVIDUALS

Empowering individuals with practical financial life skills.

At INTENT, we believe that personal financial management should be aligned with your own unique journey in life and that money should be a tool in attaining your purpose, not the driving force itself. We have created a program that will help you identify and achieve what you want most.

- FOUNDATIONAL CONCEPTS -

effective money habits aligned with what you want most

P U R P O S E

Like a business has a mission statement, individuals should have a purpose. Taking time to think through and write down what you want out life makes money a tool, not an end.

O B J E C T I V E S

Identify the specific targets that need to be achieved to fulfill your purpose.

 I N V E N T O R Y

Create a snapshot of of what you own and what you owe - we figure out where we're starting from, so we can talk about where we're going.

A C C O U N T S

Every bank and financial account should be properly suited for the use of the allocated money.

B U D G E T

Reach your financial objectives by allocating every dollar of income to living expenses, savings, and investments.

- GROWTH CONCEPTS -

optimized objectives to fulfill your purpose

D E B T  M A N A G E M E N T

I N V E S T M E N T S

I N S U R A N C E

R E T I R E M E N T

E S T A T E  P L A N N I N G

T A X  P L A N N I N G