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Intera Financial Planners offers personalized financial planning services. We listen to your unique needs and goals and design a plan specifically for you. Our experience serving clients in the Cleveland area and beyond, our comprehensive approach, and our commitment to acting in your best interests make us an excellent choice for anyone seeking financial guidance.

The three pillars that are integral to Intera are:

1. Client-Centered Investment Portfolios: We construct investment portfolios that match our clients' risk tolerance, optimize tax efficiency, and help them reach their goals.

2. Financial Decision Optimization: We coach our clients on the best ways to handle their money—in particular, we help them adhere to their long-term plans.

3. Comprehensive Planning: We encourage the use of thorough financial planning techniques, such as estate and retirement planning, among many others, to personalize our services to meet the needs of our clients.

Not at all. We use a combination of in-person meetings and technology-enabled communication, such as video conferencing and phone calls. This allows us to work with clients both locally and across the country.

Absolutely. The benefits of good financial advice compound over time. We build financial plans and solid retirements for individuals in all stages of life. If you’re interested in finding out more, schedule your initial consultation today.

We serve a diverse range of clients from all over the country, and our services can be particularly beneficial to those planning for retirement, facing major life transitions, or seeking to better manage their finances. If you're ready to take control of your financial future, schedule a meeting today.

Our initial consultation is complimentary. This meeting allows us to learn more about you and your financial goals, and it gives you the opportunity to get to know our team and our approach.

We believe in making financial planning accessible. Therefore, we do not have a strict investment minimum. However, we do find that our services tend to be most beneficial for individuals with a certain level of investable assets. We can discuss this further during our initial consultation.

The safety of your money is our priority. We work with reputable custodians who hold your funds and securities. We also employ rigorous digital security measures to protect your information.

A CERTIFIED FINANCIAL PLANNER™ professional (CFP®) is a professional who has met the rigorous education, examination, experience, and ethics requirements set by the Certified Financial Planner Board of Standards. When you work with a CFP®, you can be confident you're working with a professional who is committed to providing competent, ethical financial planning.

A fiduciary is a professional who is legally and ethically required to act in their client's best interests. At Intera Financial Planners, we are fiduciaries, meaning your interests always come first in our recommendations and actions.

Our investment philosophy is rooted in long-term, disciplined strategies. We focus on things we can control: maintaining a diversified portfolio, reducing expenses, minimizing taxes, and maintaining investment discipline. We do not believe in timing markets or picking winning stocks. Our investment recommendations are tailored to your individual circumstances and goals.

We are transparent about our fees. As a fee-only financial planner, our advice remains objective since our compensation only comes from our clients, not from big financial companies that would try to influence the advice we provide.

Generally, our fees are based on a percentage of your net worth and vary depending on the complexity of your situation and the services you need. This is very different from most financial advisors, who base their compensation solely on how much money you invest with them, which we believe can lead to an overemphasis on investments rather than on your complete financial picture.

We will discuss our fees in detail during our initial meeting, but we welcome you to view our services and pricing in advance so you can know what questions to ask Liz Griffiths when you speak to her during your initial consultation.

While it's possible to manage your finances independently, working with an advisor can provide numerous advantages. We bring expertise, experience, and an objective perspective that can help you avoid common pitfalls, optimize your investment strategies, and stay on track to meet your goals. Moreover, we free up your time, so you can focus on what you love.

Wonderful! We're ready to help you take control of your financial future. Simply contact us to schedule your complimentary initial consultation. In this meeting, we'll discuss your goals, our services, and how we can work together.