We have clients throughout the US
We conduct most of our work with clients using internet meetings where we can share screens. We use secure email, dropbox, and phone. This minimizes our impact.
For our high net worth clients, we will meet you at your home, place you choose, or our office at least 1 to 4 times per year.
Contact Impact Financial Planners
Impact Financial Planners is bound by a fiduciary duty. We do not receive commissions or sell products so we can be unbiased and put your needs first.
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