Empowering You to Live Intentionally
Experience how a financial partnership helps you live more intentionally and generously.
Empowering You to Live Intentionally.
What does that mean? It simply means aligning your goals, needs and priorities so you can have more time to live in a way that brings you joy. Whether that’s retiring sooner so you can spend more time with family or traveling the world. Maybe it's having the courage to change careers or starting a small business. Perhaps it's about giving back and volunteering your time to others – or simply fitting some "you" time into your schedule. Ultimately, we want to help you live your best life. And our purpose-based planning can help get you there.
These two simple phrases mean so much to our team. Not only have they guided us on our personal paths, they also serve as the guiding principles of how the team conducts business. We’ve seen firsthand the impact that intentional planning can make. That’s why we are driven to help you feel unrivaled confidence and positivity about your financial decisions.
Experience how a financial partnership with our team may help you maximize the impact on your family and community.
Many milestones came into focus for us at IntentGen as we continued to live out our mission over the past year. While 2020 was difficult for many people in many ways, we're grateful to have been able to make a meaningful impact in the lives of our clients and their communities. Take a look at how we put our passion into action in 2020 to help clients achieve financial clarity and lead meaningful, grateful lives.
Reflections from 2020