Let's give you the financial perspective you deserve

How it works

Whole Picture Planning

Whole Picture Planning gives you the perspective you deserve.

Whole Picture Planning goes far beyond analyzing and implementing financial strategies and solutions. It’s about the process of knowing why you’re planning, establishing expected outcomes, knowing your concerns, and exploring the opportunities, the possibilities, and the realities.

Why the whole picture?

Traditional Financial Planning (we’ve elevated to Whole Picture Planning) only works when you have an unobstructed view of your complete financial situation. What’s most important about this statement is defining what the “whole picture” entails.

  • Your purpose or "why"
  • Life, legacy & financial goals
  • Your children & the goals/dreams associated with them
  • What kind of legacy you want to leave for your family
  • How good you are at saving & investing
  • Your previous experiences with investing
  • Your income, expenses & net-worth
  • Your debts & repayment strategy
  • Life & health insurance needs
  • Your retirement goals & income planning

Where to start?

Return on life

Elevating traditional financial planning into Whole Picture© Lifestyle Financial Transitions Planning starts with considering your "return on life" which is all about living the best life possible with the money you already have.

Don't give up

Don’t give up the best of life or the best parts of yourself just to get money. The money is there to serve you, not the other way around. Instead of focusing on someone else’s definition of success, dare to write your own.

Take our easy assesment

Manage your assets in a way that improves your life and provides you with peace of mind and confidence. Get started by taking your assessment now by clicking the contact us above and ask to take the "return on life" assessment.
Start your plan

Customer's Testimonials

What People Say About Us

Dave and his team at IBC have been instrumental in molding my investment ideologies into secure and effective methodologies that create extremely interesting business models as well as personal savings growth , while allowing me to realize my financial goals in a timely fashion. They’re steadfast dedication to helping dreams become reality is nothing short of 1st class. The level of professionalism demonstrated during every interaction has been an absolute breath of fresh air in the ever irritating financial world! Thank you Dave.

Landon R
(Google 5-star review)

Landon R - Testimonial - DO Financial

Landon R

Clear communication with the appropriate help needed to navigate thorough this new to me financial journey. Excellent representative that guided me and educated me with the policy that was best for my self, extremally happy and fortunate that Dave O was the one leading me through all of this!

Corbin G
(Google 5-star review)

Corbin G - Testimonial - DO Financial

Corbin G

Dave from DO FINANCIAL helped me with life insurance planning, and it was a wonderful experience. He was professional, a great listener, and made his recommendations to my specific needs. One notable aspect of Dave is his commitment to communication. He was always prompt in providing updates and addressing my concerns, which made the entire process smooth. He was honest, showed integrity in his approach, and was patient in guiding me. He is a trusted financial advisor who stays up-to-date on industry trends. I highly recommend him for your insurance and financial planning needs.

Cindia
(Google 5-star review)

Cindia - Testimonial - DO Financial

Cindia

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