Select your requested appointment type. Please book an appointment at a time when you will not be driving, in a store, or in a loud location. ***NOTE: Prepaid service rates will increase on January 1, 2025.

FREE Initial Consultation

1-time only

Connection Call (Zoom)

*No solicitations
Phone Call
Client Meeting

Virtual Meeting

For current clients of IFS who have a policy, investment account, or prepaid service.

Annual Review

A review to ensure your current holdings and strategy align with your financial goals and changing life circumstances.
Prepaid Services

Single Consultation

[1] 1-hour session

Consultation Bundle

[4] 1-hour sessions. Perfect for quarterly reviews or periodic check-ins.

Money Management

This includes 2 planning sessions and 4 quarterly accountability sessions with one of our team members. It focuses on optimizing your cash flow, creating a tailored budget that aligns with your goals, and developing a practical plan to reduce debt.

Financial Plan Update

Revision of your plan to reflect changes ensuring alignment with your objectives for achieving financial success. [2] 90-minute sessions.
NOTE: All appointments will generate an immediate confirmation email/text message AND reminders. Please reschedule or cancel your appointment at least 24 hours in advance to avoid charges or loss of fees.