We haven't forgotten about you.
We believe you have a right to customized planning as well as access to the latest financial tools and fresh investment ideas that empower you to work toward the life you imagine. Let us design a plan so you can invest in your future and live in the moment.
We keep things simple.
At Impact Planning, a service offering of ARD Private Client, we approach financial advising a little bit differently. Our simple process determines whether we are a good fit for each other and how we can work together. Bottom line: We are transparent and aren’t going to let you pay if we can’t add value.
After our up-front review, we provide you a simplified, one-page checklist of where we will add value to your life and how we will approach planning. From there, you customize how you want to work with us, and we’ll get things rolling.
Newsflash: Saving for retirement doesn't need to be hard.
We pride ourselves in taking a part of life that can be intimidating and turning it into something simple.
Services we provide
Debt Payoff Consulting
Review of Insurance Protections
Company Benefits Optimization
Employer Retirement Planning
In addition to the services we provide, we partner with industry professionals to bring you an expanded service offering
How we charge
1\ Determine whether we are a good fit
We sit down with you for a complimentary, no obligation review of your financial situation and take a high-level look at your finances. This helps us decide whether we are mutually a good fit and confirms whether we can truly add value for you. We aren’t going to waste your time and money if it doesn’t make sense.
2\ Decide how to move ahead
If we are a fit, there are a few ways we could work with you:
- One-time comprehensive financial plan that includes all of our areas of expertise
- Cost: $1,400.
- Ongoing access to our services, as well as our online financial planning tool
- 3 prescheduled meetings a year
- Cost: Based on the complexity of your situation. This fee is billed monthly and readjusted each anniversary date
Assets Under Management
- Active management of your accounts and assets (Minimum of $250,000 of investable assets required )
- Cost: Depending on the size of the accounts we manage for you, we charge of a percentage of assets.
3\ Change your mind? No problem
If you’re ever dissatisfied with the service or don’t want to work with us any longer, simply let us know, and we will terminate our contract. Unlike some financial advisors, we don’t charge a penalty fee if you leave.
Who we are
Our team at Impact Planning, a service offering of ARD Private Client, is dedicated to breaking the stereotype of the financial services industry by helping our generation pursue financial freedom. We are passionate, motivated, and ready to help you reach your goals.
From the blog
Wine & Wealth
Monthly Education Events
On the second Thursday of every month, we hold two-hour sessions on varying topics that impact life and well-being. We bring in compelling speakers on the topic to generate open and organic conversation among peers so we all learn from our various experiences. We don’t talk down to you; we learn and collaborate with you. Now that’s what we call impact.