Our Approach

At First Then I.F.S., we work with our client's to assist in determining:

Target Goals (both present and future)

Be the goal is specific in nature for today (family security in event of an untimely disability or death or creating a savings plan), or in the distant future (What does your ideal retirement look like, leaving a legacy to your heirs, or having your child live as independently as possible in the future after your passing)

A Plan of Action

What are the necessary steps to achieve your goals and reverse chaining (organizing the steps needed) in a SMART manner (insert SMART acronym) utilizing the financial planning process.

  • Specific
  • Measurable with Measurement
  • Achievable
  • Relevant
  • Time-Oriented 

Remember, the focus is on the desired OUTCOME!