Services & Fees

Comprehensive wealth management and financial planning with no minimum investment threshold — because you’ve got big plans and want to start making progress now.

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Personalized Financial Support

At Intentional Wealth Partners, you won’t find a minimum investment. Simply stated: Your goals and what you can accomplish with your money shouldn’t be dictated by an arbitrary number that you’re able to invest. Your goals are no less valuable if you can’t meet a minimum investment amount!

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.


What We Can Do Together

Comprehensive financial planning: optimizing investments, debt management, tax planning, real estate analysis, career planning, retirement planning, and more.

Comprehensive Financial Planning

Financial planning services include but are not limited to recommendations regarding investments, business planning, insurance, tax efficiency, retirement planning, college funding, and debt management. Ongoing financial planning consists of an upfront fee of $500-2500 and a monthly fee ranging from $200-900. Pricing is based on the complexity of your finances and goals.

Investment Management

We create an investment policy statement for you based on your goals and objectives. Fees for investment management services are based on the value of total assets under management and range from 0.65%-1.5%.

Financial Empowerment Coaching

Financial empowerment coaching is for those who need assistance getting their finances in order before investing in more comprehensive wealth management services. It includes an evaluation of your current financial situation and an action plan to move forward.

What’s a Fee-Only Financial Planner?

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!)

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, Lousiana, 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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