A More Coordinated Approach to Wealth Planning

We act as your financial quarterback, helping align the professionals, strategies, and decisions that support your long-term vision.

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Our Process

Always Fee-Only Fiduciary

CFP® Professional

25+ Years of Experience

More money doesn’t fix a lack of direction.

You may be earning more, making thoughtful decisions, or have saved well, yet still feel unsure about what it all adds up to.

Financial planning is not just about building wealth or preparing for retirement, it is about knowing how every decision connects to your bigger picture. Without a clear plan, it is easy to feel like you are making progress but not moving with purpose.

Financial clarity starts when your vision leads the plan.

What matters most to you? Let’s align each financial decision around that vision. Through our Intentional Planning Process, we help you move from scattered decisions to a clear plan built for your goals, family, and future.

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Our Services

Coordinated guidance for every part of your financial life.

Retirement Planning

For individuals and couples approaching or living in retirement who want confidence in what comes next. An intentional strategy designed to turn your savings into reliable income while helping you navigate taxes, market risk, and long-term decisions.

Financial Planning

For professionals and families building wealth and making more difficult decisions. A structured, ongoing process that brings clarity to your financial life by aligning your goals and resources into one cohesive plan.

Investment Management

A disciplined, purpose-driven approach to building and managing your portfolio, focused on diversification, risk management, and long-term consistency.

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Tax Planning

A proactive strategy that helps reduce your lifetime tax burden by coordinating decisions around income, investments, and withdrawals.

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Estate & Wealth Transfer

A coordinated approach to organizing your assets and ensuring they are transferred according to your wishes, with clarity for your family and alignment with your wishes.

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Workplace Wealth Optimization

Guidance to help you make the most of your employer-sponsored retirement plan by understanding your options, improving investment alignment, and integrating it into your overall strategy.

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Our Process

The Intentional Planning Process

Financial decisions shouldn’t feel overwhelming, reactive, or disconnected from what truly matters to you. This process is designed to bring our clientele clarity and purpose to every step, so you can move forward with confidence instead of second-guessing. With a clear path and thoughtful guidance, you can finally feel aligned with the life you want to live.

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About Intentional Wealth Planning

Intentional Wealth Planning was built from a simple belief: people who have worked hard and built wealth deserve better than fragmented advice and uncertainty about their future. After witnessing firsthand how a lack of planning can lead to unintended outcomes, this firm was created to bring clarity, structure, and purpose to financial decision-making. The focus is not on complexity or chasing performance, but on helping people align their financial life with what truly matters, so every decision supports a clear vision for the future.

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Our Fee Model

Stop reacting to what life throws at you. Let's start planning for it.

Start with a conversation

Schedule a simple introductory call where we learn about your goals, your concerns, and what prompted you to explore planning.

Gain clarity on your situation

We walk through your current financial picture together, helping you better understand how everything fits and where opportunities may exist.

Decide how to move forward

If it feels like the right fit, we begin building your personalized plan and guide you step by step with ongoing support.

Getting Started

Let’s plan for your vision.

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Frequently Asked Questions

What does it look like to get started?

Why do most of your clients hire you?

Most of our clients hire us because they want one trusted professional to help manage their entire financial life. Rather than carrying separate conversations with a CPA, an attorney, an investment advisor, or an HR benefits team, they want one person who understands the full picture, coordinates with each specialist, and makes sure every decision works together. Doug serves as that quarterback, bringing together a vetted network of CPAs, estate planning attorneys, insurance specialists, and other professionals on your behalf.

How are you compensated?

We are a fee-only firm all the time, which means our compensation comes directly from our clients. We offer two distinct services, each with its own clear fee structure. Investment management is billed using a progressive tiered model based on assets under management. Financial planning is offered on a flat-fee basis. All fees are outlined and agreed to in advance, and both services are delivered free of commissions and product incentives.

What is a financial advisor working under a fiduciary standard?

These are two distinct standards, and together they define how an advisor is legally and ethically required to serve you.

A financial advisor working under the fiduciary standard is legally obligated to act in your best interest at all times. This means recommendations must be based on what is right for your situation, your goals, and your long-term financial wellbeing. The fiduciary standard is the highest legal standard of care in financial advice.

Fee-only refers to how an advisor is compensated. A fee-only advisor is paid directly and exclusively by the client. No commissions, no payments from investment product companies, and no incentives from third parties of any kind. The advice you receive is not influenced by how a product is priced or what an outside company is willing to pay.

When these two standards operate together, you get a relationship where the advisor is required to put your interests first and has a compensation structure built to support that commitment consistently.

At Intentional Wealth Planning, we operate as a fee-only financial advisor under the fiduciary standard always. Our fiduciary obligation is clearly disclosed, our fees are outlined in advance, and our compensation comes entirely from the clients we serve.

Do I need to be close to retirement to work with you?

Will I still work with other professionals like CPAs or attorneys?

How do I reduce taxes in retirement?

Taxes are one of the most significant and most overlooked factors in how long your retirement assets last. Many people spend decades focused on building their portfolio, only to enter retirement without a clear strategy for how to draw from it efficiently. The decisions you make around income, withdrawals, and investments in retirement can have a meaningful impact on your lifetime tax burden.

A well-structured retirement income plan creates opportunities to reduce unnecessary taxes through strategies such as Roth conversions, tax-efficient withdrawal sequencing, capital gains management, Social Security tax planning, and proactive planning around Medicare IRMAA surcharges.

The goal reaches beyond any single tax year. The purpose of tax planning in retirement is to build a coordinated, long-term strategy that helps more of your wealth stay aligned with the life you have worked to build. Every household is different, which is why these decisions should be integrated with your investment strategy, retirement income plan, and estate planning objectives rather than treated as a separate exercise.

At Intentional Wealth Planning, we coordinate closely with your CPA and other tax professionals to help ensure every strategy is working together efficiently. Tax decisions touch investments, income, withdrawals, and legacy planning simultaneously, and a quarterback approach to those conversations helps reduce gaps and missed opportunities.

Proactive planning in this area gives you a clearer picture of what your retirement income actually looks like after taxes, and more confidence that your resources will support the life you have planned.