How to get started with Integrity Financial

Step one: contact us by phone or email to schedule an appointment with an advisor or coach. The first meeting can be face-to-face in our office or by phone to discuss how me might most effectively help you.

Step two: Gather information for your meeting. We know this is no fun and some times tedious. However, it is a very important part of developing your wealth. To effectively put you on the right track to developing wealth we need to know what you have been able to accomplish so far.

The documents that you will need are:

* Open this Intake Form and fill it out for our initial meeting
* Last months statements for all savings and investment accounts
* Statements for company Retirement Accounts
* A list of your immediate questions & concerns

Step three: Come to our office with your documents in hand and we will do the rest.

Call us @ 303-462-2001
Fax @ 720-294-9970
advisors@ifsweb.com

We look forward to meeting and working with you.