(303) 275-7170 | 355 S. Teller St., Suite 200 | Lakewood, CO 80226
 

Client Financial Plaza

Process Makes Perfect

Let’s face it, thinking about our financial future can be such a complex and daunting process that is easily put off. At Innovative Financial,
we make it our business to clarify the financial planning process by providing you with a comprehensive, step-by-step process that
takes the fear out of financial planning.

1. Forecasting Flow – We begin by reviewing your current financial picture to determine what you are comfortable
investing in your future.

2. Solidifying ‘Shoulds’ – We work with you to help define a list of your life goals, risk and reward
philosophy, and the financial goals needed to help you achieve them.

3. Reviewing Resources – We review potential tax implications and consider other
possible resources that you might need to get you to your goals.

4. Analyzing & Evaluating – We evaluate which financial tools and
instruments might be the best fit to get you to your goals and
present the options to you in a transparent, easy to
understand manner.

5. Connecting & Communicating – We present
you with a comprehensive, detailed plan
that ties together all the elements
of your financial future in an
easy-to-understand
blueprint.

Investment Management
Custom and unbiased portfolio management based on client goals, risk tolerance, and tax consequences.
Tax Planning & Preparation
Up-to-date tax-saving expertise ensures compliance and sound financial strategies to meet your objectives.
Financial Planning
Comprehensive financial planning that is an ongoing process that is adjusted with life's changes.
Financial Plaza
An all-inclusive software system that securely stores your financial data and provides you a variety of lifestyle management tools.
 

Copyright © 2018 Innovative Financial. All Rights Reserved. Innovative Financial, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Innovative Financial, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Innovative Financial, LLC unless a client service agreement is in place.