Integrative Planning
A couple stands together at the edge of a lakeside terrace at golden hour, gazing out across the still water

Founded 2007

Boutique Wealth Management — Cornelius, NC

Looking For World Class Financial Planning?

One plan. Every piece of your financial life, working together.

See how it works

5.015 Google reviewsFiduciary

A couple at their kitchen table in warm morning light, working through a stack of financial paperwork together

By designFewer than 100 families per advisor.

The relationship matters

It’s Hard to Know Who to Trust.

The titles sound similar. The experience should not. We serve fewer families so every relationship has the time, attention, and context it deserves.

Everything works together

We don’t manage one piece. We bring all of it together.

A man in his sixties savoring morning coffee on his lakeside porch at sunrise
IncomeKnow exactly what’s coming in, and why it works.
A woman signing paperwork at a sunlit desk overlooking the lake
TaxesKeep as much as legally allowable, every year.
A retired couple relaxing aboard a small sailboat on the lake at golden hour
InvestmentsBuilt to fund your life, not beat a benchmark.
An older woman walking a lakeside path arm in arm with her adult daughter
HealthcareThe one wildcard, planned separately and seriously.
A grandfather carrying his grandson on his shoulders beside the lake at dusk
LegacyYour life’s work deserves to outlast you.

Your Plan

Every decision considered in the context of the life around it.

Explore each service

Our flagship process

RetireRight — you dream it, we plan it

Six chapters. One relationship. A plan built around the life you actually want.

RetireRight begins with your biography, not your balance sheet.

  1. 01

    Getting Acquainted

    Your people, priorities, and point of view.

  2. 02

    Uncovering What Matters Most

    The decisions beneath the numbers.

  3. 03

    Building a Clear Picture

    Everything visible in one coordinated view.

  4. 04

    Exploring What’s Possible

    Tradeoffs considered before choices are made.

  5. 05

    Bringing Your Plan to Life

    A practical path from intention to action.

  6. 06

    A Partnership That Grows With You

    Guidance that evolves as your life does.

Explore RetireRight

What Do Our Clients Say?

  • I couldn’t have done it without him and his crew. They went over and above — and I always felt like they truly cared.
    Pat B.
  • We’ve been with Integrative Planning for eight years. The personal attention has been unlike anything we’ve experienced elsewhere.
    Dave E. & Jean M.
  • No other firm explained how to reduce taxes while investing for retirement. I have new friends who treat me like family.
    Kent C.
  • Shawn and his staff make you feel comfortable and part of their family. We didn’t have that experience with our previous adviser.
    Constantine V.

0104

Still Have Questions?

We’ll also answer the questions you may not know to ask.

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Begin the conversation

Ready to See What’s Possible?

A free 30-minute introductory call. No pressure, no obligation.

(704) 947-8444