Integrative Planning
Not Your Typical Advisory Firm.
Do you feel like you are your advisor’s most important client? Maybe you deserve a better advisor!
Advisors who serve fewer than 100 clients tend to develop deeper and more personal relationships. We’re built this way by design.
The Integrative Planning team · Cornelius, North Carolina
How WeOperate
ListeningIntegrationClarity
It Starts With Listening To You
We don't open a financial document until we understand your story, your dreams, your fears, and your experiences with money. This is the core on which everything else is based.
It's Built to Work Together
We believe advisors should invest the time to put your entire puzzle together. Taxation, income, legacy, healthcare, and investments all deserve care — not just investment management.
It Gives You Clarity – And Time
A great financial plan gives you back the time to focus on what matters most and the clarity to see how today's decisions can affect tomorrow.
Who we help
Complex moments deserve a coordinated plan.
We work with executives, physicians, engineers, business owners, and families with meaningful assets who want fewer gaps and clearer decisions.
Preparing for retirement
Recently widowed or navigating a major life change
Selling a business or planning succession
Coordinating taxes, investments, and estate decisions
Creating reliable retirement income
Planning a legacy for family or charitable causes
The People Behind Your Plan.
Every family who works with us has direct access to the people managing their plan.
- <100
- Client families per advisor
- 2×
- Your plan reviewed each year
- 1
- Coordinated view of your financial life
Shawn Lee
Senior Retirement Planner & CEO
Nick Lavella, CFP®
Financial Planner
Andrew Gibson, CFP®
Financial Planner
Mary Catherine Dickert
Healthcare Specialist & Program Support
Allison Thompson
Client Support
Amy Lee
Client Support
Trust & credentials
The standard behind the advice.
Credentials matter, but so do clear responsibilities, ongoing education, and a process that coordinates every specialist around your plan.
CERTIFIED FINANCIAL PLANNER™ professionals
Nick Lavella and Andrew Gibson are CERTIFIED FINANCIAL PLANNER™ professionals. They have completed the education, examination, experience, and ethical requirements established by CFP Board.
A fiduciary planning relationship
We put your interests first when providing investment advice. We also explain how we are paid and disclose material conflicts clearly, so you can make informed decisions with confidence.
What You Should Expect From Your Advisor
They should make you feel like their most important client.
They should spend as much time as you need to feel comfortable with your choices.
They should give advice solely based on who you are and where you want to go.
They should be your first call when considering a major change or when an unexpected life event happens.
Our Pledge To You
We will serve as your personal CFO.
We will coordinate with your CPA, estate planning attorney, banker, and insurance agent to give you a coordinated planning experience.
What You Can Count On
Your plan is reviewed at least twice a year.
We speak plainly — no jargon, no fine print, no mystery.
We stay available when a major change or unexpected life event calls for a new conversation.
Let's Start With a Conversation.
A personal planning relationship starts by getting to know each other.