How We Work With Clients
How We Work With Clients
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 Expert 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 Coaching
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 Coaching
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 Coaching
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, meaning 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, meaning 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, meaning you retain final decision-making authority.)
Best for: Clients seeking ongoing portfolio oversight with collaborative decision-making.
How H.I.M.E.™
Supports Every Family
How H.I.M.E.™
Supports Every Family
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.
Clients may choose to engage in the H.I.M.E.™ framework as an optional educational program alongside their advisory relationship to better understand the habits, mindset, and emotions influencing their financial choices.
How H.I.M.E.™
Supports Every Family
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.
Clients may choose to engage in the H.I.M.E.™ framework as an optional educational program alongside their advisory relationship to better understand the habits, mindset, and emotions influencing their financial choices.
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 Coaching | Habit-building, accountability | Ongoing | Monthly |
| AUM Management | Delegated portfolio + coaching | Continuous 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 Coaching | Habit-building, accountability | Ongoing | Monthly |
| AUM Management | Delegated portfolio + coaching | Continuous 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 Coaching | Habit-building, accountability | Ongoing | Monthly |
| AUM Management | Delegated portfolio + coaching | Continuous 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
Can I switch service models later?
Do you have investment minimums?
Is the H.I.M.E.™ Strategy a separate product?
FAQ
Questions We Hear Often
Can I switch service models later?
Do you have investment minimums?
Is the H.I.M.E.™ Strategy a separate product?
FAQ
Questions We Hear Often
Can I switch service models later?
Do you have investment minimums?
Is the H.I.M.E.™ Strategy a separate product?
Let’s start with a conversation
No pressure, no jargon. Just clarify 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?
Let’s start with a conversation — no pressure, no product pitches, and no obligations.
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?
Let’s start with a conversation — no pressure, no product pitches, and no obligations.
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.
Compliance Note:
All fees are discussed transparently during the Discovery Call and formalized in writing before services begin.
Intentional-Growth Advisors, LLC is a Virginia-registered investment adviser. Registration does not imply a
certain level of skill or training. See our Form ADV Part 2A for detailed service descriptions.
All fees are discussed transparently during the Discovery Call
and formalized in writing before any services begin.
Intentional-Growth Advisors, LLC is a Virginia-registered investment adviser.
Registration does not imply a certain level of skill or training.
See our Form ADV Part 2A for detailed service descriptions.
Intentional-Growth Advisors, LLC is a
state-registered investment adviser located in Virginia.
Registration does not imply a certain level of skill or training. All advisory services are offered under a fiduciary standard of care and are subject to the terms disclosed in our Form ADV Part 2A.