Intentional Living FP

Intentional Living FP works with individuals, high‑net‑worth families, and businesses to provide discretionary investment management alongside comprehensive financial planning services, including retirement, estate, college savings, cash flow, and business planning. The firm prepares written or electronic financial plans and offers ongoing plan monitoring and implementation support.

The adviser typically builds client‑specific investment policy statements and uses a primarily passive, asset‑allocation approach—placing index mutual funds and ETFs into portfolios—while also incorporating fundamental, technical, charting, and cyclical analyses and, when appropriate, third‑party managers or selective alternative investments. Clients may engage through an ongoing comprehensive planning arrangement billed monthly, and the firm includes comprehensive planning alongside AUM‑based management for clients above certain asset thresholds.

A distinguishing feature for a firm of this size is a formal educational program: Intentional Living FP offers public and organization seminars and speaking engagements that are explicitly educational and not tied to product sales. The brochure also highlights that, although passive management is primary, the firm documents its position on digital assets and alternatives and provides discretion, quarterly reviews, and a CFP‑aligned code of ethics to guide client engagements.