Our Services
Your Financial Planning Process: Personalized, Collaborative, and Goal-Oriented
At InGauged Financial, we believe financial planning should be more than just numbers—it’s about mapping out your family’s future and helping you achieve your most important life goals. Our process is designed to be thorough, engaging, and focused on your unique needs. Here’s how it works:
Initial Discovery Meeting
Our journey together starts with an in-depth discovery meeting. We take the time to understand what really matters to you—your goals, concerns, and the life you want to build.
Whether you’re navigating high taxation, the rising cost of living, or simply looking to grow your wealth, we’ll get to the heart of what you want to achieve.
The InGauged Financial Roadmap
Once we know what you’re striving for, we’ll develop a detailed financial plan customized to your needs. This holistic plan covers key areas such as:
Cash Flow Planning
Helping you manage where your money goes so you can live comfortably today and still save for tomorrow.
Tax Optimization
Reducing your tax burden so you can keep more of what you earn, even in a high-tax environment.
Pre & Post-Retirement Planning
Mapping out a clear path to ensure you are achieving both your short-term and long-term goals while creating a comfortable retirement plan that supports your lifestyle.
Our financial planning software brings your plan to life—allowing you to see where you stand today, where you’re headed, and what changes may be needed to get you on the right track.
Actionable Steps and Implementation
Planning is just the beginning. We provide you with clear, actionable steps to implement your financial plan.
Whether it’s adjusting your savings, rethinking investments, or fine-tuning your cash flow, we’ll guide you through each step to make sure it fits your life.
Ongoing Support: Financial Guidance for Life’s Changes
We understand that life is unpredictable, and your financial needs will change over time. That’s why our relationship doesn’t end after the initial planning. Our ongoing support process is designed to keep you on track and adapt as your life evolves.
After we develop your financial plan, we enter an 11-month support phase. This period is crucial because it allows us to implement the strategies we’ve designed and adjust them as your life evolves. Over the course of a year, you’ll have the benefit of consistent guidance, helping you stay on track and confidently navigate any changes that arise.
The initial planning phase usually takes a month to design, along with this 11 month support, we get to work together for a full year. This will ensure that your financial plan not only takes shape but also adapts to the real-world challenges you face. This ongoing support gives you the peace of mind that, as life happens, you’ll have expert advice to guide your decisions and keep you aligned with your goals.
After the first full year of working together, we move to a month-to-month model to continue supporting your financial journey. This flexible structure ensures that we remain available to help you as your family’s needs and goals change. You’ll have peace of mind knowing that whenever you need financial guidance—whether it’s planning for a big life event, managing new expenses, or simply checking in on your progress—you’ve got the support that you need.
The InGauged Difference
At InGauged, we’re not just here to give advice; we’re here to build a long-term relationship with you. Our goal is to be your trusted partner, helping you create financial security and achieve your biggest dreams.
We combine expert knowledge, cutting-edge financial tools, and a truly collaborative approach to ensure you have everything you need to make the right decisions for your family.
| Services | InGauged Financial | Bank Advisors | Independent Advisors (Insurance and Investments) |
|---|---|---|---|
| Written Financial Plan |  |  |  |
| Transparent Fee Structure | | | |
| Holistic Planning | | | |
| Ongoing Support | | | |
| Financial Education | | | |
| Fiduciary Responsibility | | | |
| Certified Designation for Planning | | | |
| Commission-Based Sales | | | |
| No Upfront Fee | | | |
| Wants to Sell you a Product | | | |
| Company Specific Solutions | | | |
| Quarterly Incentivized Bonuses | | | |
Ready to take control of your financial future?
Let’s start planning today. Book Your Initial Consultation now and see how our unique process can work for you.
