How We Work With Clients
How We Work With Clients
Simple, flexible, and built around your goals.
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 four distinct service models. So, you can get the support you need, when you need it, without pressure or complexity.
We are a fee-only fiduciary. Which means we’re paid only by you, not by commissions, referrals, or product sales.
Our recommendations are based on what’s best for your financial life. Period.
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 four distinct service models. So, you can get the support you need, when you need it, without pressure or complexity.
We are a fee-only fiduciary. Which means we’re paid only by you, not by commissions, referrals, or product sales.
Our recommendations are based on what’s best for your financial life. Period.
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.
Flat-Fee Project Planning
Need a custom plan? We’ll build it for a flat rate based on complexity and scope. You’ll walk away with a deliverable and an action roadmap — no surprises. Best for: Full financial checkups, investment reviews, or behavior-focused planning.
Flat-Fee Project Planning
Need a custom plan? We’ll build it for a flat rate based on complexity and scope. You’ll walk away with a deliverable and an action roadmap — no surprises. Best for: Full financial checkups, investment reviews, or behavior-focused planning.
Flat-Fee Project Planning
Need a custom plan? We’ll build it for a flat rate based on complexity and scope. You’ll walk away with a deliverable and an action roadmap — no surprises. Best for: Full financial checkups, investment reviews, or behavior-focused planning.
Assets Under Management (AUM)
Prefer to delegate portfolio management while staying engaged in your plan? We’ll manage your investments based on your goals and risk profile — with behavioral coaching included. Best for: Clients ready to grow long-term wealth with personalized oversight.
Assets Under Management (AUM)
Prefer to delegate portfolio management while staying engaged in your plan? We’ll manage your investments based on your goals and risk profile — with behavioral coaching included. Best for: Clients ready to grow long-term wealth with personalized oversight.
Assets Under Management (AUM)
Prefer to delegate portfolio management while staying engaged in your plan? We’ll manage your investments based on your goals and risk profile — with behavioral coaching included. Best for: Clients ready to grow long-term wealth with personalized oversight.
Hourly Planning
Get clarity on a specific question or decision — fast. Great for second opinions, transitions, or focused guidance. Best for: Quick advice, one-time projects, or on-demand check-ins.
Hourly Planning
Get clarity on a specific question or decision — fast. Great for second opinions, transitions, or focused guidance. Best for: Quick advice, one-time projects, or on-demand check-ins.
Hourly Planning
Get clarity on a specific question or decision — fast. Great for second opinions, transitions, or focused guidance. Best for: Quick advice, one-time projects, or on-demand check-ins.
Subscription-Based Coaching
Ongoing support for clients who want structure, accountability, and trusted advice year-round. We’ll help you build better habits and make smarter decisions — month by month. Best for: Emerging investors, families with evolving goals, and behavioral strategy clients.
Subscription-Based Coaching
Ongoing support for clients who want structure, accountability, and trusted advice year-round. We’ll help you build better habits and make smarter decisions — month by month. Best for: Emerging investors, families with evolving goals, and behavioral strategy clients.
Subscription-Based Coaching
Ongoing support for clients who want structure, accountability, and trusted advice year-round. We’ll help you build better habits and make smarter decisions — month by month. Best for: Emerging investors, families with evolving goals, and behavioral strategy clients.
How H.I.M.E™ Supports All Services
How H.I.M.E™ Supports All Services
All service models can include behavioral coaching and insights using the H.I.M.E.™ Strategy, tailored to your financial goals. This means we focus not just on numbers but on your money behavior.
How H.I.M.E™ Supports All Services
All service models can include behavioral coaching and insights using the H.I.M.E.™ Strategy, tailored to your financial goals. This means we focus not just on numbers but on your money behavior.
Compare your Service Options
01
Hourly Planning
Best for: Quick answers, second
opinions
Support Level: As-needed, 1-on-1
02
Flat-Fee Planning
Best for: Custom deliverables, full
plan review
Support Level: Project-based
03
Subscription Coaching
Best for: Habit-building, behavioral accountability
Support Level: As-needed, 1-on-1
04
AUM Management
Best for: Delegated portfolio + behavior coaching
Support Level: Continuous review
We’ll help you choose the right model — or adjust as your life evolves.
Compare your Service Options
01
Hourly Planning
Best for: Quick answers, second
opinions
Support Level: As-needed, 1-on-1
02
Flat-Fee Planning
Best for: Custom deliverables, full
plan review
Support Level: Project-based
03
Subscription Coaching
Best for: Habit-building, behavioral accountability
Support Level: As-needed, 1-on-1
04
AUM Management
Best for: Delegated portfolio + behavior coaching
Support Level: Continuous review
We’ll help you choose the right model — or adjust as your life evolves.
Compare your Service Options
01
Hourly Planning
Best for:
Quick answers, second opinions
Support Level:
As-needed, 1-on-1
02
Flat-Fee Planning
Best for:
Custom deliverables, full plan review
Support Level:
Project based
03
Subscription Coaching
Best for:
Habit-building, behavioral accountability
Support Level:
As-needed, 1-on-1
04
AUM Management
Best for:
Delegated portfolio + behavior coaching
Support Level:
Continuous review
We’ll help you choose the right model or adjust as your life evolves.
How It Works
01
Book a Free Discovery Call
Schedule a no-obligation call to share your goals, ask questions, and see if we’re the right fit to help you move forward.
02
Choose The Right Service For You
Together, we’ll identify the service package that best fits your needs so you can get personalized support for your financial journey.
03
Get a Written Agreement
Once you decide, you’ll receive a clear written agreement that outlines the services, expectations, and next steps—no surprises.
04
Start with Confidence
With everything in place, you can begin your financial plan knowing you have expert guidance and a strategy tailored to you.
How It Works
01
Book a Free Discovery Call
Schedule a no-obligation call to share your goals, ask questions, and see if we’re the right fit to help you move forward.
02
Choose The Right Service For You
Together, we’ll identify the service package that best fits your needs so you can get personalized support for your financial journey.
03
Get a Written Agreement
Once you decide, you’ll receive a clear written agreement that outlines the services, expectations, and next steps—no surprises.
04
Start with Confidence
With everything in place, you can begin your financial plan knowing you have expert guidance and a strategy tailored to you.
How It Works
01
Book a Free Discovery Call
Schedule a no-obligation call to share your goals, ask questions, and see if we’re the right fit to help you move forward.
02
Choose The Right Service For You
Together, we’ll identify the service package that best fits your needs so you can get personalized support for your financial journey.
03
Get a Written Agreement
Once you decide, you’ll receive a clear written agreement that outlines the services, expectations, and next steps—no surprises.
04
Start with Confidence
With everything in place, you can begin your financial plan knowing you have expert guidance and a strategy tailored to you.
FAQ
Questions We Hear Often
What if I’m not ready for ongoing planning?
Can I switch models later?
FAQ
Questions We Hear Often
What if I’m not ready for ongoing planning?
Can I switch models later?
FAQ
Questions We Hear Often
What if I’m not ready for ongoing planning?
Can I switch models later?
Let's start a conversation.
No pressure, no jargon. Just clarity and next steps.
No pressure, no jargon. Just clarity and next steps.
Let's start a conversation.
No pressure, no jargon. Just clarity and next steps.
No pressure, no jargon. Just clarity and next steps.
Ready to get intentional with your money?
Let’s start with a conversation. No pressure, no product pitches.
Email Us Directly: advisor@intentional-growthadvisors.com
or Contact By Phone: (757) 678-1442 (1IGA)
Compliance Note:
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.
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.