We believe you have a right to customized planning as well as access to the latest financial tools and fresh investment ideas that empower you to work toward the life you imagine. Let us design a PLAN so you can INVEST in your future and LIVE in the moment.
We keep things simple.
At Impact Planning, a service offering of ARD Private Client, we approach financial advising a little bit differently. Our simple process determines whether we are a good fit for each other and how we can work together. Bottom line: We are transparent and aren’t going to let you pay if we can’t add value.
After our up-front review, we provide you a simplified, one-page checklist of where we will add value to your life and how we will approach planning. From there, we will work together to determine the best program that fits your unique needs.
Services we provide
Debt Payoff Consulting
Review of Insurance Protections
Company Benefits Optimization
In addition to the services we provide, we partner with industry professionals to bring you an expanded service offering.
How we charge
1\ DETERMINE WHETHER WE ARE A GOOD FIT
We sit down with you for a complimentary, no obligation review& of your financial situation and take a high-level look at your finances. This helps us decide whether we are mutually a good fit and confirms whether we can truly add value for you. We aren’t going to waste your time and money if it doesn’t make sense.
2\ DECIDE HOW TO MOVE AHEAD
If we are a fit, there are a few ways we could work with you:
One-time comprehensive financial plan that includes all of our areas of expertise
Ongoing access to our services, as well as our online financial planning tool
We offer various full-service subscription plans. Your current and future needs will determine the program that will allow us to serve you best.
3\ CHANGE YOUR MIND? NO PROBLEM
If you’re ever dissatisfied with the service or don’t want to work with us any longer, simply let us know, and we will terminate our contract. Unlike some financial advisors, we don’t charge a penalty fee if you leave.