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2439 North Rockingham Street
Arlington, VA 22207


Todd Ihrig

(703) 536-3650


8 Wealth Management Issues

Within the Invest With A PlanSM process, think of the 8 Wealth Management Issues as a Table of Contents for ongoing discussions.  In our experience, we have determined that there are eight common wealth management issues that affect every client and we systematically address each of these key areas.  This is not a cookie-cutter model to force clients down a set path; rather, it is a guide to make sure we are identifying and addressing your specific financial needs.

We first review each of the 8 Wealth Management issues to see whether each applies to you and your progress within that area.  If we determine actions are needed, we can then prioritize the work to be done and establish target deadlines for addressing the need. To find out more about each of the 8 Wealth Management Issues, check out the playlist items in the video series below.

While a guide to our discussions, the 8 Wealth Management Issues.are much more than agenda items in our meetings.  They are the building blocks for providing a truly holistic planning approach to your greatest financial needs.