We chose your firm on account of a referral from a close personal friend. We had been meaning to consult with a planner for awhile and your name came up. We like the holistic approach offered. We feel it will provide a better program for our needs.
Just to let you all know that today is the first day of my life as an independent consultant. I want to thank you all for making this happen. I don’t think I could have done this without you folks. One of the wisest things that we did more than 20 years ago was to get hooked with you and Ironshield. I can’t imagine what we would have done without your help.
In less than a year, Scott and his team have given us a road map to fewer sleepless nights and helped us see the bigger future!
I was referred to IRONSHIELD by my accountant. Scott showed a sincere interest in helping me develop a financial plan. He was engaging, enthusiastic and exuded confidence.
You were recommended by one of my family members who has been a client for some time. You were very co-operative in the transfer of my portfolio.
You not only provided us with a thorough analysis of our investment options but, because you assisted us in getting clear on what our ultimate short, medium and long-term financial goals were, you were able to present to us a comprehensive financial plan that reviewed every aspect of our financial situation.
You covered much more than I had initially been hoping for through your comprehensive KAIZEN Financial Planning Process™ and this was very comforting. I know my overall financial health is in good shape and the standard of living I have grown accustomed to can be maintained.
What you did for us was provide us with a level of clarity that we had not had before. Working through The KAIZEN Financial Planning Process with you made us feel confident that the strategies we were employing were founded on good information. Never before had someone gathered so much information from us and simplified everything into one, “plain-English” document that finally made sense.