Impact Planners provides personal financial management services for a wide range of individuals, families, and small businesses. Our clients typically fall into the following categories:
Divorced & Widowed Women
Whether you’ve had a change in the status of your marriage or have a lost a spouse, this time in your life can be both challenging and overwhelming. But you don’t have to go it alone. When you’re ready, Impact Planners is here to help you rebuild your life and empower you with the tools to make informed financial decisions. We promise to go at your pace and do our best to protect your interests.
Entertainers & Athletes
We provide a customized financial approach for professional entertainers and athletes. We’ll lay out your goals in a tangible, easy-to-understand way and provide everything you need to help maintain your success and protect your future. In other words, think of us as your financial coaches with the experience, drive, and tools to help you to get ahead—and stay there.
Pre-Retirees
What are your plans for retirement—do you want to travel, move to the beach, or simply spend more time your grandchildren? With retirement looming in your future, it’s important to implement certain financial changes now to make your retirement dreams a reality. We’ll review your finances and address common questions, such as the difference between the accumulation phase of retirement (i.e., saving) versus the deculumation phase (i.e., living off your savings).
Retirees
Just because you’ve retired from work doesn’t mean you should retire from managing your finances. If you’re unsure about your ability to stay retired, Impact Planners can help. Together, we’ll take a look at your income and standard of living to determine if any changes need to be made. You’ve worked hard your entire life, and we want to help ensure you’re able to enjoy every moment of your retirement.
Young Adults & Couples
We have years of experience helping young professionals and couples who are just getting started. We’ve been there ourselves, which is why we know how important it is for you to learn how to prioritize your goals and effectively communicate about your finances. Impact Planners not only knows how to get you on the path to financial independence, but also how to keep you moving forward as your life and priorities evolve.
Comprehensive Financial Planning
Whether you’re wanting to buy your dream home, save for a child’s education, or start your own business, Impact Planners has experience helping clients throughout every stage of life. We’ll only offer advice that’s in your best interest, and we’ll be by your side every step of the way. How can we help you develop the confidence and clarity you need to guide your future? Give us a call at (615) 369-1611 or submit an online contact form to get started today.