Intrinsic Wealth Counsel

08/27/2026

What does Real Planning For Real Life mean to you?

Is that trip you have always wanted to take? 🧳

The legacy you want to leave to the next generation? 💗

A new career, city, or passion to pursue? 💡

No matter what your goal, we help make your money and life work.

08/20/2026

We are a fee-only, independent financial life planning and wealth management firm integrating your money and your life with an attitude of gratitude.

☑️ We sell no products for a commission
☑️ We do not pay referral fees
☑️ We do not accept referral fees
☑️ We do not charge for an initial interview

For a description of our fees and required disclosures, please see our disclosure document (ADV Part 2) located at https://intrinsicwealthcounsel.com/.

Please contact us with any questions or to schedule an introductory meeting.

08/13/2026

School is Back in Session...

You can tell when school is back in session because all of a sudden, your drive to the office increases by 10 minutes, and there are school buses everywhere! 🚌

Teachers and students are back on the road, ready to get their teaching and learning on... and disrupt our peaceful morning commute. 😆

As education options continue to expand, it is important to stay informed about the different ways families can pay for that education. 👨‍👩‍👧‍👦

Some of the most popular options for helping students with the cost of education include, but are not limited to:

🍎 529 Savings Plan

🍎 Education Savings Account (ESA)

🍎 Uniform Transfer to Minors Act (UTMA)

Each type of account has different rules, and each has pluses and minuses; choosing the right type for the student in your life can make a big difference.

Call us to talk through any questions you might have on how to best prepare for your student's future.

08/06/2026

Whether you are taking the field or figuring out your financial life plan, this advice applies!

07/30/2026

Real Planning for Real Life™ means dealing with money and the human experience.

Over the last 30-plus years, we've found that this means integrating your money life with your real life, finding practical solutions when challenges and opportunities arise, and giving your money meaning and purpose that honors your life goals and values.

We offer holistic personal financial planning services. We believe that the relationship between advisor and client must be envisioned as life-long.

We believe that successful financial plans are the active expressions of the client’s intention and attention toward goal fulfillment and self-actualization.

We believe that goal fulfillment and self-actualization are the active and continuous responsibilities and choice of the client, and it is our obligation to collaborate on the details, co-discover the “how” with the client, and work synergistically with the client’s allied professionals.

07/23/2026

On a recent trip with her family, Daniela got to talking with her kids about how neat money is. How it looks different depending on where in the world you are.

Try this experiment at home with your kids. They likely know that in the US, our money is the “dollar”.

But what about other names for money? After a quick brainstorm, my kids came up with:

🇨🇳 In China, it is “yuan”
🇲🇽 In Mexico, it’s “peso”
🇷🇴 In Romania, it’s “leu”
🇪🇺 In the European Union, it’s “euro”
🇬🇧 In Great Britain, it’s “pound”

No matter what it's called, we know that money is something used to exchange for goods or services. And fun conversations like this one are a great way to start teaching your kids about how to use it wisely.

07/08/2026

Be a good influence on your kids when it comes to money! Get our tips and a link to a useful tool to consider on our blog.

With the level of consumer debt skyrocketing and the cost of housing, education, and health care increasing at double-digit rates, younger generations are

06/30/2026

Our team is here for you to make your money and life work!

06/26/2026

Planning a big trip this summer? Get our team's tips on what to think about!

When we got married more than a decade ago, we said we would take a trip to Scotland before we had kids. We never got around to it before we had kids. Finally though, everything lined up for us to be able to go this year.

06/04/2026

Looking to add to your summer reading list? Check out our team's recommendations here:
https://intrinsicwealthcounsel.com/intrinsic-learning/recommended-reading/