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.

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.

If you'd rather keep your 401(k) where it is and simply have it optimized, that's an option too. See Max Your 401(k), our one-time 401(k) review and optimization service.

Yes. Max Your 401(k) is a standalone, flat-fee $997 engagement for people who want professional eyes on their employer retirement plan without signing up for ongoing investment management.

It includes a risk assessment, analysis of your current holdings and your plan's full investment lineup, an expense ratio and fee review, a check on your employer match formula, a live strategy session with an advisor, and a written implementation roadmap. It works for 401(k), 403(b), governmental 457(b), and TSP accounts. Learn more about Max Your 401(k).

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. That is what we are here for.

📅 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.

Our most focused flat-fee option is Max Your 401(k), a $997 review of your employer retirement plan with no account minimum and nothing to transfer.

Fee-only financial planners are registered investment advisors with a fiduciary responsibility to act in their clients' best interest, and a fee structure built to support it. We are not paid commissions and we do not sell products, so nothing pulls our advice in a direction that does not serve you.

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