Iron Valley Wealth Management's Philosophy
Our philosophy is simple. We want to get to know you in order to help you make the best decisions possible.
As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we can implement the recommendations and monitor your progress. From here, we will offer regular meetings with you to assess the progress toward your goals and, when necessary, we will make adjustments to your financial plan.
©2014 Susan Bradley, Sudden Money Institute