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FINANCIAL CONFIDENCE GUIDE

SIMPLE STEPS TO A STRONG FINANCIAL PLAN

  • Easy-to-follow format that helps you take control of your money

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  • Aligns financial decisions with your long-term goal

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  • Builds lasting financial confidence through clarity and actionable steps

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  • Ideal for building a strong foundation or leveling up your current financial plan

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VIDEOS

This section of the guide will:

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  • Clarify the importance of financial confidence and how it impacts overall well-being.

  • Introduce the core topics that will be covered in the Financial Confidence Guide series.

  • Motivate you to take the first step toward improving your financial mindset and habits.

1. INTRODUCTION

This section of the guide will:

 

  • Reframe how you think about money so you feel more in control, not overwhelmed.

  • Help identify mindset blocks that might be holding you back financially.

  • Give simple shifts you can make today to start building confidence with money.

2. MINDSET

This section of the guide will:

 

  • Show you how to track your money so you know exactly what’s coming in and going out.

  • Help you spot spending habits that might be hurting your goals.

  • Give you tools to take control of your budget and build momentum.

3. CASHFLOW

This section of the guide will:

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  • Clarify your debt picture so you know exactly what you owe and to whom.

  • Introduce payoff strategies like the snowball or avalanche methods to eliminate debt faster.

  • Empower you to take control of your finances and build a debt-free future.

4. INVESTMENT PLANNING

This section of the guide will:

 

  • Help you have clear retirement goals so you can plan with purpose and direction.

  • Introduce planning strategies to build a sustainable income stream for your retirement years.

  • Equip you to take actionable steps toward securing a comfortable and confident retirement.

5. RETIREMENT PLANNING

This section of the guide will:

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  • Demystify tax strategies to help you understand how taxes impact your financial decision.

  • Introduce practical methods for optimizing your tax situation and maximizing savings.

  • Support you in taking control of your finances by integrating tax planning into your overall financial strategy.

6. TAX STRATEGY

This section of the guide will:

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  • Help you understand the basics of estate planning so you can make informed decisions about your assets.

  • Introduce essential documents like wills and trusts to ensure your wishes are honored.

  • Guide you in taking proactive steps to protect your legacy and provide for your loved ones.

     

7. ESTATE PLANNING

This section of the guide will:

 

  • Explain how to identify potential financial risks so you can proactively protect your assets.

  • Introduce strategies to mitigate those risks through proper planning and insurance.

  • Help you feel more prepared and confident when facing unexpected life events.

8. RISK MANAGEMENT

This section of the guide will:

 

  • Recap the key strategies covered throughout the series to reinforce your financial knowledge.

  • Provide guidance on maintaining momentum and continuing your journey toward financial well-being.

  • Encourage you to take the next step by completing the Financial Confidence Assessment.

9. CONCLUSION

FIND OUT YOUR FINANCIAL PLAN SCORE TODAY!

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Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA/SIPC. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Advisor. IFP and Integrated Wealth Management are not affiliated. Registration does not imply that the Firm is recommended or approved by the United States government or any regulatory agency. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply any level of skill or training. IFP may only transact business or render personalized investment advice in those states and international jurisdictions where it is registered, has notice filed, or is otherwise excluded or exempted from registration requirements. The purpose of this website is for information distribution only and should not be construed as an offer to buy or sell securities or to offer investment advice. Past results are no guarantee of future results and no representation is made that a client will or is likely to achieve results that are similar to those described. An investor should consider his or her investment objectives, risks, charges and expenses carefully before investing. Please refer to IFP Advisors LLC ADV Part 2 for additional information and risks.

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​Reg BI Disclosure Supplement | Form CRS | Investor Pricing | Privacy Policy | Business Continuity Plan

https://www.myiwm.com/

813-314-2288

info@myiwm.com

1811 North Belcher Road, Suite #i3, Clearwater FL 33765

Check the background of your financial professional on FINRA's BrokerCheck.

​

Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA/SIPC. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Advisor. IFP and Integrated Wealth Management are not affiliated. Registration does not imply that the Firm is recommended or approved by the United States government or any regulatory agency. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply any level of skill or training. IFP may only transact business or render personalized investment advice in those states and international jurisdictions where it is registered, has notice filed, or is otherwise excluded or exempted from registration requirements. The purpose of this website is for information distribution only and should not be construed as an offer to buy or sell securities or to offer investment advice. Past results are no guarantee of future results and no representation is made that a client will or is likely to achieve results that are similar to those described. An investor should consider his or her investment objectives, risks, charges and expenses carefully before investing. Please refer to IFP Advisors LLC ADV Part 2 for additional information and risks.

​

​Reg BI Disclosure Supplement | Form CRS | Investor Pricing | Privacy Policy | Business Continuity Plan

​

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