Through the history of our experience in client meetings, we noticed that multiple areas of a client's plan were going unaddressed.  Therefore, going through a tailored education process of first learning the elements of the financial planning, then spending time learning about personal taxation and estate through client meetings and working in CPA firms, we recognized the need for a more ellaborate process.

At Ford Innovative Wealth Strategies, we seek to know deeply the client's we serve so each decision will feel purposeful.  Yes, it takes a little more time, but instead of walking away with a stock idea, clients can walk away with a plan that makes sense to them.  And recommendations where they can see the impact.