Integralife is unique in its commitment to make a life for you that works on many levels.
- We take into account your lifestyle plans, dreams and aspirations –not just your financial data
- We integrate and develop your financial plan and your personal life plan together – not in isolation
- To build your strategy for the future, we start with a blank piece of paper–not with a templated solution to fit you into
- We build a long-term relationship with clients – not just one-off transactions
- We operate under a fee-for-service model – not a commission model
- We’re locally owned and operated – not owned by a faceless institution that calls the shots
Financial planning begins after life planning has been explored. Experience peace of mind by making smart decisions to integrate your financial and life plans. That’s why we’re called Integralife!