“After residency, we wanted to get a better grasp of our financial status and a stronger idea of how to reach our goals in the future.  During our process, James and Jeff worked hard to get to know us as people before even touching our financial goals.  They appreciated our own priorities, our focus on our children, and knew that trust and open communication were valuable to us. After getting to know us, they have provided us with so much information that makes us more confident and capable in our financial goals.  We not only feel like we have a strong understanding of where we are financially, but we have more flexibility with our finances than we expected when meeting with a fiduciary.  

Having gone from med school and residency with little money to having extra money in our paycheck, we knew it was important to play catchup on our financial goals.  However, our goals combined with our student debt seemed unmanageable and overwhelming. We wanted a flat-fee advisory relationship so that our communication could be the focus and we could look at our entire financial plan (loans included).  We weren't looking for someone who would push us to invest before we were ready and keep pushing.  IM Wealth has done exactly that and understood our background completely. After sitting down with James and Jeff, we had a direction.  We also had time frames, which relieved so much of our financial stress.  It felt as if a huge weight was lifted and we had financial plans that were within reach. As we move forward in our jobs and families, we are at ease knowing that we have knowledgeable people who can help guide any financial worries we have and who know us as individuals with our own specific goals. We look forward to meeting and exceeding our goals for our family; knowing it's reachable is worth its weight in gold.

We can't thank IM Wealth enough! ”

— Scott & Selena Cressman

The statement was provided 6/8/2023 by Scott & Selena Cressman who are clients. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

“Due to a late start, career choice and training delayed the ability to start saving significantly. And with a family to feed, it never seemed we could enter the market. Joining the investment world later in life, it helped us to receive a confident, sincere, calm presence. Jeff is fastidious with preparation. It feels as though there are certain things we can now count on, and we have a clear path to achieve goals, realistically.

Understanding our concerns and strains of a growing family and our needs as debt to asset ratio was higher than most, Jeff helped us build financial security and safety nets in all aspects as our assets grew and debt decreased. It can be overwhelming to try to navigate finances on your own. He truly treats all of us like family.

Start early and ask questions and learn along with your advisor. We have much to be grateful for with the resources and insight Jeff has provided us with.  Jeff has been a great financial sounding board, teacher, friend and advisor.”

— Diane & Andy Bigham