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What It's Like to Work With Us

Personalized financial planning that brings clarity, confidence, and calm. We offer comprehensive wealth management and financial planning with no minimum investment required, so you can start making progress toward your goals today.

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A Personalized Planning Process That Won’t Overwhelm You

I believe financial planning works best when it feels like a true partnership. You bring your story, your values, and what matters most. I bring the strategy and structure to help you move forward with confidence. 

At the start, we’ll be in close contact, like bubbles in a Diet Coke, working side by side to build a strong foundation. Expect to spend about 5 to 6 hours early on, while I handle the behind-the-scenes work. From there, we’ll meet quarterly to check in, adjust as needed, and keep everything on track without adding stress. 

Services & Fees

We believe financial planning should fit your life — not the other way around. That’s why there’s no minimum investment required to work with us. Whether you’re starting fresh or already building wealth, we’ll help you make smart decisions, stay organized, and move forward with confidence.Together, we’ll look at investment options and I’ll make recommendations for you based on what you can invest now. Then, as your wealth grows, so can your plan! I’ll be with you every step of the way so you don’t have to worry about flying solo with your investment options.

 

Comprehensive Financial Planning

We help you manage all aspects of your financial life, including investments, debt, taxes, real estate, career moves, and retirement. You receive personalized support while we handle the heavy lifting behind the scenes.

đź’µ Fees:

  • One-time upfront fee of $500–$2,500
  • Monthly fee of $200–$900, based on the complexity of your plan

Investment Management

We create and manage an investment strategy tailored to your goals — with no minimum portfolio requirement. You stay focused on what matters most, while we handle the details.

đź’µ Fees:

  • 0.65%–1.5% of assets under management

Financial Empowerment Coaching

If you're not quite ready for full-service planning, this option helps you get organized, understand your financial picture, and take meaningful next steps.

đź’µ Fees:

  • Custom pricing based on your situation and goals

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FAQs

Find out more about the services available to you and how you can save for that home of your dreams, your next retirement goal, college… you name it!

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Great Lakes Investment Management, LLC dba Intentional Wealth Partners, may transact business only in states in which it is registered, or in which it is excluded or exempted from registration. Intentional Wealth Partners is currently registered in Ohio, California, Texas, and Virginia.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Intentional Wealth Partners unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. This website may provide links to others for the convenience of our users. Our firm has no control over the accuracy or content of these other websites.

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