About Innovative Partners, a team at Creative Financial Group

Build it. Protect it. Create a legacy. 

Your Unique Vision with Our Systematic Approach

Let our team guide you through this process.

Engage
01
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Day 1
Day 1
Engagement Meeting

Initial client meeting to understand your unique goals and objects.

Assess
02
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Day 7 - 14
Day 7 - 14
Data Gathering Meeting

Second meeting to gather data to develop your personal plan.

03
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Day 15 - 28
Day 15 - 28
Analyze Information

Meeting to analyze your current situation based upon the data you provided and develop comprehensive solutions.

Strategy Check-In

Execute
04
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Day 30
Day 30
Data Gathering Meeting

Review your initial plan and discuss recommended strategies.

05
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Day 30+
Day 30+
Implementation*

Implement plan and recommendations and products to help you attain your goals and objectives.

Ongoing
Advice
06
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Ongoing Advice Model – Personalized and Timely

Monitor your plan and make updates periodically based upon changes to overall goals, objectives and life changes.

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