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Our Process


What financial goals are you working toward?

  • A comfortable retirementwithout running out of funds.
  • Cash flow managementwith uncertain income streams and expenditures.
  • Financial family protectionin the event of misfortune.
  • A lasting legacy for the generations.
  • Charitable givingwith maximum impact on a tax-efficient basis.

The process of planning to achieve goals can be overwhelming, often generic, and not applicable to your situation. That is where the professionals come in.


At Irving Financial Group, we’ve developed our DNA Process to create a personalized plan tailored to your unique circumstances.


We help you articulate and define your goals so they become concrete and measurable.

We ask questions such as:

  • What is your current financial picture?
  • What do you want to accomplish?   
  • What is important to you?

The result: A clearer picture of your financial journey focused on what matters most to you.


We develop an action plan to help you get from point A to point B.

We answer questions such as:

  • How much can you spend in retirement without running out of funds?
  • How much do you need to save for your kids’ or grandkids’ college educations?
  • If something should happen to you, what kind of coverage would your family need to maintain the same lifestyle?

The result: A map of options available to help you pursue your goals, the risks involved, and the actions you can take within your comfort zone to help make them a reality.


Based on your financial DNA and your decisions, we’ll implement your plan. We’ll manage assets for your goals along your timeline. When circumstances change, we realign your plan.

The result: A plan that adjusts with you as your life changes and keeps you on track toward your desired destination.

Contact us to schedule a complimentary consultation with Irving Financial Group’s financial professionals. Let us help put you on a path toward turning your goals into reality.