OUR PROCESS

Each individual interested in working with Impact Financial Planning Inc. obtains an introductory phone call and complimentary 60 minute meeting. This allows us to better understand your situation and provide further insight into how our planning process works.

 

If you feel that our company is a good fit, we will present a detailed quote based on the scope of your plan. The cost of the total service depends on the complexity of your situation and requirements.

For individuals that would like to build a long term relationship with a dedicated planner, we also offer the ability to retain our services on an annual basis. 

Please contact us to arrange a time and learn more!