How We Work With Clients
How We Work With Clients
We help individuals and families make intentional financial decisions by aligning behavior, clarity, and long-term growth.
Simple, flexible, and designed to help you make confident financial decisions without sales
pressure or hidden costs.
The I-GA Mission
The I-GA Mission
At Intentional-Growth Advisors (I-GA), we believe financial advice should be accessible, personalized, and aligned with how you live and grow. That’s why we offer flexible service models designed to match your goals, decision style, and stage of life with transparent pricing and no surprises.
The I-GA Mission
At Intentional-Growth Advisors (I-GA), we believe financial advice should be accessible, personalized, and aligned with how you live and grow. That’s why we offer flexible service models designed to match your goals, decision style, and stage of life with transparent pricing and no surprises.
Our Advisory Services
We’ll help you choose the right approach during your free Discovery Call.
We’ll help you choose the right approach during your free Discovery Call.
We’ll help you choose the right approach during your free Discovery Call.
Hourly Planning
Flexible, pay-as-you-go guidance for clients who want clarity on a specific decision without a long-term commitment.
Best for: Quick decisions, second opinions, or financial clarity around a specific question.
Hourly Planning
Flexible, pay-as-you-go guidance for clients who want clarity on a specific decision without a long-term commitment.
Best for: Quick decisions, second opinions, or financial clarity around a specific question.
Hourly Planning
Flexible, pay-as-you-go guidance for clients who want clarity on a specific decision without a long-term commitment.
Best for: Quick decisions, second opinions, or financial clarity around a specific question.
Flat-Fee Project Planning
A clearly scoped, flat-fee engagement designed to give you a comprehensive plan and a clear path forward — without ongoing obligations.
Best for: Full financial checkups, investment reviews, or behavior-focused planning.
Flat-Fee Project Planning
A clearly scoped, flat-fee engagement designed to give you a comprehensive plan and a clear path forward — without ongoing obligations.
Best for: Full financial checkups, investment reviews, or behavior-focused planning.
Flat-Fee Project Planning
A clearly scoped, flat-fee engagement designed to give you a comprehensive plan and a clear path forward — without ongoing obligations.
Best for: Full financial checkups, investment reviews, or behavior-focused planning.
Subscription-Based Advisory Support
Ongoing guidance for clients who want structure, accountability, and a trusted fiduciary sounding board to support consistent financial decisions throughout the year.
Best for: Clients who want ongoing guidance to stay consistent, make thoughtful decisions, and avoid costly financial mistakes over time.
Subscription-Based Advisory Support
Ongoing guidance for clients who want structure, accountability, and a trusted fiduciary sounding board to support consistent financial decisions throughout the year.
Best for: Clients who want ongoing guidance to stay consistent, make thoughtful decisions, and avoid costly financial mistakes over time.
Subscription-Based Advisory Support
Ongoing guidance for clients who want structure, accountability, and a trusted fiduciary sounding board to support consistent financial decisions throughout the year.
Best for: Clients who want ongoing guidance to stay consistent, make thoughtful decisions, and avoid costly financial mistakes over time.
Assets Under Management (AUM)
Collaborative portfolio management designed for clients who want professional oversight while remaining actively involved in investment decisions. (This is a non-discretionary advisory relationship. You retain final decision-making authority.)
Best for: Clients seeking ongoing portfolio oversight with collaborative decision-making.
Assets Under Management (AUM)
Collaborative portfolio management designed for clients who want professional oversight while remaining actively involved in investment decisions. (This is a non-discretionary advisory relationship. You retain final decision-making authority.)
Best for: Clients seeking ongoing portfolio oversight with collaborative decision-making.
Assets Under Management (AUM)
Collaborative portfolio management designed for clients who want professional oversight while remaining actively involved in investment decisions. (This is a non-discretionary advisory relationship. You retain final decision-making authority.)
Best for: Clients seeking ongoing portfolio oversight with collaborative decision-making.
How H.I.M.E.™ Supports Intentional Decision-Making
How H.I.M.E.™ Supports Intentional Decision-Making
While advisory services and the H.I.M.E.™ Strategy are offered separately, the behavioral insights behind H.I.M.E.™ often inform how we help clients make more intentional financial decisions.
How H.I.M.E.™ Supports Intentional Decision-Making
While advisory services and the H.I.M.E.™ Strategy are offered separately, the behavioral insights behind H.I.M.E.™ often inform how we help clients make more intentional financial decisions.
Each service model is designed to support different levels of clarity, involvement,
and ongoing guidance — all under the same fiduciary standard.
Each service model is designed to support different levels of clarity, involvement,
and ongoing guidance — all under the same fiduciary standard.
| Model | Best For | Support Level | Typical Engagement |
|---|---|---|---|
| Hourly Planning | Quick answers, second opinions | As-needed | 1–2 sessions |
| Flat-Fee Planning | Custom deliverables, full plan review | Project-based | 2–4 weeks |
| Subscription-Based Advisory Support | Habit-building, accountability | Ongoing | Monthly |
| AUM Management | Collaborative portfolio oversight + coaching | Ongoing review | Quarterly |
Each service model is designed to support different levels of clarity, involvement,
and ongoing guidance — all under the same fiduciary standard.
| Model | Best For | Support Level | Typical Engagement |
|---|---|---|---|
| Hourly Planning | Quick answers, second opinions | As-needed | 1–2 sessions |
| Flat-Fee Planning | Custom deliverables, full plan review | Project-based | 2–4 weeks |
| Subscription-Based Advisory Support | Habit-building, accountability | Ongoing | Monthly |
| AUM Management | Collaborative portfolio oversight + coaching | Ongoing review | Quarterly |
Each service model is designed to support different levels of clarity, involvement,
and ongoing guidance — all under the same fiduciary standard.
| Model | Best For | Support Level | Typical Engagement |
|---|---|---|---|
| Hourly Planning | Quick answers, second opinions | As-needed | 1–2 sessions |
| Flat-Fee Planning | Custom deliverables, full plan review | Project-based | 2–4 weeks |
| Subscription-Based Advisory Support | Habit-building, accountability | Ongoing | Monthly |
| AUM Management | Collaborative portfolio oversight + coaching | Ongoing review | Quarterly |
What's Included
What's Included
Every engagement includes a written agreement, transparent pricing, and a fiduciary commitment to act in your best interest — before any work begins.
What's Included
Every engagement includes a written agreement, transparent pricing, and a fiduciary commitment to act in your best interest — before any work begins.
How It Works
01
Book a Free Discovery Call
Schedule a no-obligation call to share your goals and explore the right fit.
02
Choose the Right Service For You
Together, we’ll select the option that aligns with your needs and lifestyle.
03
Get a Written Agreement
We’ll outline all services, expectations, and fees before anything begins.
04
Start with Confidence and Clarity
Begin your plan with clarity, accountability, and ongoing guidance.
How It Works
01
Book a Free Discovery Call
Schedule a no-obligation call to share your goals and explore the right fit.
02
Choose the Right Service For You
Together, we’ll select the option that aligns with your needs and lifestyle.
03
Get a Written Agreement
We’ll outline all services, expectations, and fees before anything begins.
04
Start with Confidence and Clarity
Begin your plan with clarity, accountability, and ongoing guidance.
How It Works
01
Book a Free Discovery Call
Schedule a no-obligation call to share your goals and explore the right fit.
02
Choose the Right Service For You
Together, we’ll select the option that aligns with your needs and lifestyle.
03
Get a Written Agreement
We’ll outline all services, expectations, and fees before anything begins.
04
Start with Confidence and Clarity
Begin your plan with clarity, accountability, and ongoing guidance.
FAQ
Questions We Hear Often
How do I know which service is right for me?
Is the H.I.M.E.™ Strategy a separate product?
Do I need to work with you on an ongoing basis?
What are your office hours?
FAQ
Questions We Hear Often
How do I know which service is right for me?
Is the H.I.M.E.™ Strategy a separate product?
Do I need to work with you on an ongoing basis?
What are your office hours?
FAQ
Questions We Hear Often
How do I know which service is right for me?
Is the H.I.M.E.™ Strategy a separate product?
Do I need to work with you on an ongoing basis?
What are your office hours?
Let’s start with a conversation
No pressure, no jargon. Just clarity and next steps.
Email Us Directly: advisor@intentional-growthadvisors.com
Contact By Phone: (757) 678-1442 (1IGA)
All sessions are confidential and obligation-free.
Designed for individuals and families seeking clarity before committing to ongoing advice.
Are you ready to get intentional with your money?
No pressure, no jargon. Just clarity and next steps.
Email Us Directly: advisor@intentional-growthadvisors.com
Contact By Phone: (757) 678-1442 (1IGA)
All sessions are confidential and obligation-free.
Designed for individuals and families seeking clarity
before committing to ongoing advice.
Are you ready to get intentional with your money?
No pressure, no jargon. Just clarity and next steps.
Email Us Directly: advisor@intentional-growthadvisors.com
Contact By Phone:
(757) 678-1442 (1IGA)
All sessions are confidential
and obligation-free.
Designed for individuals and
families seeking clarity before
committing to ongoing advice.