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Our Process

At Integrity Wealth Advisors, we strive to build lasting relationships through a unique financial planning EXPERIENCE.  Below is a graphic that shows how we go about our planning process.  It starts with DISCOVERY.  This is where we learn all about you.  What are your goals?  How do you envision your retirement?  What have you done up to this point to reach those goals?  We will work with you to identify and prioritize your wants and needs.  The next step is to PLAN.  We will develop a plan that will be based on the wants and needs we identified during the discovery process.  Our advisors will work collaboratively to create a blueprint of recommended strategies to support your goals. (What goes into a comprehensive plan?)  Next, we IMPLEMENT.  We will identify preferred providers' solutions that can put your plan into action.  We strive to make the implementation process as seamless as possible.  The planning experience is not a "set it and forget it" proposition.  That is why we MONITOR your progress and continue to update and modify your plan as needed.  We will meet with you at least twice a year to track our progress.  Your situation will inevitably change as time goes on.  We will work with you to make sure your plan evolves during the changes in your life.