Strategic Planning 2017-01-26T16:22:48+00:00

Strategic Planning

Ironwood Investment Counsel takes a comprehensive approach to strategic planning. We consider our clients’ short and long-term cash flow needs, as well as their income and estate tax situations in creating a strategic plan aligned with their objectives.

We validate the strategic planning process through cash flow analysis and by testing long-term outcomes over varying market conditions. We also rely on balance sheet analysis to evaluate the appropriate mix of assets and liabilities relative to client objectives.