Embrace a complete approach to your financial health.
How we help
✓ Rest Assured knowing you are collaborating with a CFP® professional.
✓ Gain Clarity on your current financial situation and future prospects.
✓ Feel Confident in making informed decisions about your wealth.
We help you with your most difficult financial decisions.
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Comprehensive financial planning takes into account your unique circumstances, goals, and risk tolerance. This means you'll receive personalized advice that caters specifically to your needs, providing you with the clarity and confidence to make informed decisions about your financial future.
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Our investment management service is designed to align with your overall financial strategy. By creating a custom investment plan for you, we're not just managing your assets; we're helping you build a more secure future, with peace of mind that your investments are working towards your long-term goals.
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Retirement planning at Intera is about more than just savings. We assist in developing a comprehensive strategy tailored to your retirement dreams. This empowers you to look forward to retirement with anticipation, not anxiety, knowing you have a plan in place that strives towards ensuring a comfortable and fulfilling retirement.
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Our estate planning service helps you establish a clear plan for your assets as you pass away. Beyond just legalities, this service is about ensuring your legacy is carried out according to your wishes, providing a sense of comfort and reassurance that your loved ones will be taken care of.
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Through our insurance needs analysis, we determine the optimal insurance coverage for your circumstances. This doesn't just ensure you're adequately protected; it gives you the tranquility of knowing that no matter what happens in your life, you and your loved ones have a safety net in place.
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Our tailored budgeting service lets you take compassionate steps towards elevating your financial literacy and autonomy, assuring that every dollar you spend or save is a thoughtful contribution to crafting your future prosperity and peace of mind.
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With strategies to minimize tax liability, you keep more of your earnings. Enjoy the satisfaction and efficiency of knowing you're making the most of your resources.
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A clear picture of your income and expenses gives you better control. With this understanding, you can make confident decisions, steering your financial journey with assurance.
We believe in straightforward pricing, no matter your stage in life.
Holistic financial planning with our Standard Retainer service.
Does the complexity of financial planning feel overwhelming? Do you struggle with managing your investments, planning for retirement, tax planning, and ensuring your loved ones are financially secure?
At Intera Financial Planners, our Standard Retainer service is designed to solve these issues. Our comprehensive service provides ongoing, year-round financial planning and wealth management tailored to your unique financial goals and circumstances.
With our Standard Retainer service, you’ll enjoy:
Holistic Financial Planning: Comprehensive financial planning that covers all aspects of your financial life, not just bits and pieces.
Continuous Wealth Management: Ongoing, proactive management of your investments to ensure they’re aligned with your financial goals.
Flexible Adjustments: As your financial goals evolve, we adapt your financial plan to meet your changing needs.
Peace of Mind: Enjoy the confidence of knowing your financial future is in the hands of seasoned experts who care about your financial well-being.
ANNUAL PRICING:
The fee for this service varies depending on factors such as the complexity of your financial situation and your needs.
To find out more about how we can help you and what your pricing might look like, schedule your complimentary consultation today.
Getting started with a Stepping Stone Engagement.
Are you a young professional at the beginning stages of building wealth who is finding it difficult to start your financial journey? Maybe you’re unsure about your immediate financial priorities or how to take the first steps toward financial security.
With the Stepping Stone Engagement service at Intera Financial Planners, we help you take the first, crucial steps in your financial planning. It’s designed to tackle your most pressing financial concerns and lay a solid foundation for your financial future.
Our Stepping Stone Engagement service offers you:
Immediate Financial Planning: Address your immediate financial concerns quickly and efficiently.
Clear Financial Goals: Get clarity on your financial goals and a roadmap to achieve them.
Confident First Steps: Start your financial journey confidently, knowing you have expert guidance.
Building a Solid Foundation: Set up a strong foundation for your comprehensive financial planning in the future.
ANNUAL PRICING:
1.5% of gross wages ($3,000 minimum)
To find out more about how we can help you and what your pricing might look like, schedule your complimentary consultation today.
The Intera Financial Process
Step 1:
Initial Consultation
Book a no-strings-attached consultation to discuss your financial goals and dreams. It's the first step toward taking control of your financial future.
Step 2:
Holistic Financial Planning
We'll create a comprehensive financial plan tailored to your specific needs and circumstances. You can sit back and relax, knowing you're in expert hands.
Step 3:
Peace of Mind
Once the plan is in motion, you can enjoy the peace of mind that comes from knowing your financial future is secure and in the right hands.
Our clients begin with these questions.
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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, comprehensive approach, and 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:
Client-Centered Investment Portfolios: We construct investment portfolios that match our clients' risk tolerance, optimize tax efficiency, and help them reach their goals.
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.
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.
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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.
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We serve a diverse range of clients, but 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, you could be a great fit.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
Don't let uncertainty control your future.
A lack of financial planning can lead to increased stress, missed opportunities, and potential future instability. We can help you avoid these pitfalls and…
✓ gain clarity and confidence in your financial decisions,
✓ cultivate a long-term growth strategy for your wealth, and
✓ experience the serenity that comes from knowing your financial future is secure.