What It's Like to Work With Us

Because your money should serve your goals — not someone else’s agenda.

At Intentional Wealth Partners, we are completely independent and 100% conflict-free. We don’t sell products. We don’t earn commissions. We aren’t tied to any banks, brokerage firms, or insurance companies. That means our advice is always guided by one thing: what’s best for you.

But beyond that — we listen. We honor your values. And we help you build a financial life that reflects who you are now and where you want to go next.

This isn’t just about returns. It’s about peace of mind, freedom, and building a future on your own terms.

The fee is based on the value of assets under management. The schedule is as follows:

$0-$249,999: 1.5%

$250,000-$499,999: 1.25%

$500,000-$2,000,000: 1.00%

$2,000,000-$4,999,999: 0.85%

$5,000,000: Negotiable based on complexity

No, we do not offer any investments on a commission basis. We are fee-only advisors, which means that the fee that we charge for financial planning and investment management services is the only way that we are compensated.

Our mission is to help you reach your financial goals. Each client has their own investment policy statement written based on their risk tolerance and investment objectives. Overall, we tend to take a fairly conservative approach to investment management.

Each client has their own investment policy statement written based on their risk tolerance and investment objectives. Once we’ve determined the appropriate strategy for you, we select the investments that will be held in your portfolio. These investments are evaluated an ongoing basis and adjusted as appropriate.

Yes, it’s very easy to set up a monthly ACH deposit direct from your checking account. The amount can be changed at any time.

Yes, transferring existing accounts has never been easier and we’ll facilitate the process.

Start with a free 30-minute Discovery Call. It’s a no-pressure conversation to learn more about your goals and see if we’re the right fit. You don’t need to have it all figured out — we’ll help you get there.

📅 Schedule Your Discovery Call Today

We typically work best with women who have $500,000 or more in investable assets or are preparing for a significant liquidity event (such as a business sale or divorce settlement). However, we also offer flat-fee financial planning packages for those who want strategic guidance without committing to ongoing investment management.

Fee-only financial planners are registered investment advisors with a fiduciary responsibility to act in their clients’ best interest with the fee structure to support it. Whether you have a lot of money to invest or are just starting to think about what financial security you’ll need, you can have access to the peace of mind you’ll get when you have a supportive financial planner in your corner. (I just hope you don’t mind a little dog fur in that corner!) .

Yes. As a fiduciary financial advisor, we are legally obligated to act in your best interest at all times. We do not sell products or earn commissions — our only incentive is helping you succeed.