Ever had the feeling that life financially, is a little out of control. Times like that can be pretty stressful. Perhaps you just want to get things back on rack.
You may simply tweak a few things to make them work better—it’s critical to have some plan or strategy. You really want to know where you’re headed before you set out.
At Iridium FS we believe in taking all clients going through our proven Optimum Wealth program.
The process we follow is in four phases:
Analysis
Strategy Development
Implementation
Coaching & Review