Learn how Mike Irvin, CFP® guides clients through a simple, clear financial planning process tailored to their goals, benefits, and long-term needs.
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Financial planning feels easier when you have a simple process to follow. Mike’s approach guides you step by step so you always know what comes next. Each stage focuses on understanding your goals, reviewing your benefits and financial details, and creating a plan. The result is a clear picture of your financial future and a comfortable experience from start to finish.
our process
A clear path from your first conversation through long-term financial confidence.
A short conversation to make sure Mike offers the services you need and to confirm the relationship is a good fit.
You answer a series of financial planning questions that help Mike understand your goals, income, benefits, and financial situation.
Mike and his team take everything you shared and create a customized financial plan tailored to your needs.
Mike presents your plan and explains each recommendation in clear, simple terms. You also receive the cost of implementing the plan.
You choose whether you want to move forward. There is no pressure and no cost until you decide to implement your plan.
If you proceed, Mike helps you implement the plan and continues to monitor your progress, providing ongoing support.