The Planning Process

Our team will create a comprehensive written plan tailored to your wealth, goals and aspirations. We will review your plan with you regularly, updating or adjusting elements to respond to major changes in your circumstances or your life.

Here is a summary of our Five Step Process.

  • 01Overview
    We’ll start by working with you to uncover your short-term and long-term goals so that we are clear on the outcomes that matter most to you. It will guide all of our collective actions.

  • 02Insight
    We’re responsive, but we don’t rush our advice. Our team will research solutions that can move you toward your goals in a manner that meets your life circumstances, risk tolerance and that aligns with what matters most to you.

  • 03Preparation & Presentation
    We’ll present a strategy that clearly shows a path from your current situation to your desired outcomes. There will be options and you’ll make the decisions on how we proceed together.

  • 04Implementation
    Your customized plan will be put into action and our team will do as much of the heavy-lifting as possible.

  • 05Review
    Plans are processes, not events. Together we will periodically review your goals, your lifestyle and make adjustments to the plan as needed.

IG Private Wealth Management and Garofalo & Associates* - Advice for every stage of your business, professional and personal life.


*Trademarks, including IG Private Wealth Management, are owned by IGM Financial Inc. and licensed to subsidiary corporations.