How We Work With Clients
How We Work With Clients
Simple, flexible, and designed to meet you where you are 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 four flexible service models designed to fit your goals and stage of life. You’ll always know what you’re paying for and why.
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 flexible service models designed to fit your goals and stage of life. You’ll always know what you’re paying for and why.
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
Hourly Planning gives you flexible, pay-as-you-go access to expert financial advice tailored to your unique goals and life decisions.
Best for: Quick answers, second opinions
Hourly Planning
Hourly Planning gives you flexible, pay-as-you-go access to expert financial advice tailored to your unique goals and life decisions.
Best for: Quick answers, second opinions
Hourly Planning
Hourly Planning gives you flexible, pay-as-you-go access to expert financial advice tailored to your unique goals and life decisions.
Best for: Quick answers, second opinions
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 detailed deliverable and 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 detailed deliverable and 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 detailed deliverable and action roadmap — no surprises.
Best for: Full financial checkups, investment reviews, or behavior-focused planning.
Subscription-Based Coaching
Ongoing support for clients who want structure, accountability, and trusted advice year-round.
Best For: Habit-building, behavioral accountability
Subscription-Based Coaching
Ongoing support for clients who want structure, accountability, and trusted advice year-round.
Best For: Habit-building, behavioral accountability
Subscription-Based Coaching
Ongoing support for clients who want structure, accountability, and trusted advice year-round.
Best For: Habit-building, behavioral accountability
Assets Under Management (AUM)
Prefer to delegate portfolio management while staying actively involved? We’ll help manage your investments based on your goals and risk profile, with ongoing behavioral coaching and non-discretionary oversight.
Best for: Clients seeking long-term portfolio management and behavioral guidance.
Assets Under Management (AUM)
Prefer to delegate portfolio management while staying actively involved? We’ll help manage your investments based on your goals and risk profile, with ongoing behavioral coaching and non-discretionary oversight.
Best for: Clients seeking long-term portfolio management and behavioral guidance.
Assets Under Management (AUM)
Prefer to delegate portfolio management while staying actively involved? We’ll help manage your investments based on your goals and risk profile, with ongoing behavioral coaching and non-discretionary oversight.
Best for: Clients seeking long-term portfolio management and behavioral guidance.
How H.I.M.E.™
Supports Every Family
How H.I.M.E.™
Supports Every Family
While our advisory services and the H.I.M.E.™ Strategy are offered separately, the behavioral insights behind H.I.M.E.™ can 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.
How H.I.M.E.™
Supports Every Family
While our advisory services and the H.I.M.E.™ Strategy are offered separately, the behavioral insights behind H.I.M.E.™ can 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.
Compare Our Services
| 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 |
Compare Our Services
| 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 |
Compare Our Services
| 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.
What's Included
Every engagement includes a written agreement, transparent pricing, and a fiduciary commitment to act in your best interest.
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
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
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
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
or Contact By Phone: (757) 678-1442 (1IGA)
Are you 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)
Are you 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 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.