Our Process
Our Process
Our Process - What We Do
Our process is eipic!™, a simple system to help achieve big results.
Coach
Guide & Mentor
- Ongoing Service
- Life & Goal Updates
- Introductions
Implement
Take Action
- Decide
- Commit
- Initiate
Plan
Analyze & Recommend
- Identify Needs
- Recommend Solutions
- Solve Problems
Identify
Discover & Fact Find
- About us / About you
- Expectations
- The IBP Model™
Educate
Learn & Understand
- Awareness
- Comprehension
- Application
Each piece of the model works in tandem, optimizing your entire financial position, making the integration simple and uncomplicated. We designed this process to help deliver financial security and peace of mind.
Begin Today, Call us Directly at (860) 521 - 401k