The I FIT Process

The I FIT Process is designed to assist us identify your dreams and goals and develop a plan tailored to your desires for the future.  The I FIT Process will help you make intelligent and informed decisions about your money.

  • Initial interview
    • We meet and get to know each other
  • Discovery
    • What's important to you about money?
    • What does your estate currently look like?
    • What are your goals and dreams for the future?
  • Your current financial status model
    • We clarify where you are right now.
    • We estimate what you may expect from your current financial plan*.
  • Coordinated discussions with your other trusted advisors
    • We facilitate and communicate with your other trusted advisors, previously acting independently, to develop a "coordinated financial game plan".
  • Recommendations to improve your current financial program
    • We offer strategies designed to improve your financial opportunities.
  • Effective implementation of your plan
    • On your approval, we help you implement your plan
  • Annual performance summary and planning
    • We review, evaluate, and help you make the necessary adjustments to your personal plan.

Integrated Financial Benefits Network acts as your "Strategic Coach" in coordinating, implementing and maintaining your plans toward your personal financial goals

*Investment Advisory services offered through HTK.