What We Do
Our Purpose
Welcome to Impact Ventures International (IVI), where we’re dedicated to minimizing risk and maximizing impact for individuals, entrepreneurs, and organizations alike. Our journey began in corporate America, fueled by our shared curiosity and a decade of experience in the non-profit and finance sectors. We created IVI to challenge misconceptions and foster genuine change in our communities. Through our three cornerstone offerings—comprehensive Entrepreneur Membership, Wealth Management, and Specialized Investments—we provide tailored resources designed to support your financial journey from inception to legacy. Our holistic approach integrates innovative strategies with proven methodologies, ensuring you have the guidance needed to thrive. Whether you’re starting a business, managing wealth, or looking for unique investment opportunities, IVI is here to help you build a sustainable impact one step at a time.
Empowering Change, Amplifying Impact.
Grow
At Impact Ventures International (IVI), we believe that a key component of planning for your financial future is making informed decisions about wealth management and growth. Our experienced advisors guide clients at every stage of life, tailoring strategies to align with your unique goals and risk appetite. For younger clients, we emphasize growth opportunities, encouraging a more adventurous approach to investing. As you approach retirement, our focus shifts to asset protection and risk management, ensuring that your wealth remains secure as market conditions change. Regardless of where you are in your financial journey, you can trust IVI to be your dedicated partner in identifying and navigating opportunities and risks to help you achieve sustainable growth.
Our Process
During the discovery meeting, our team takes the time to understand your unique goals, challenges, and aspirations, including your perfect vision. This initial conversation sets the foundation for our partnership, allowing us to align our services, including entrepreneur packages that offer essential support and systems, with your specific needs. We encourage open dialogue to ensure we capture all relevant information and insights.
In the data gathering phase, we collect comprehensive information about your financial situation, business operations, and personal objectives, as well as any nonprofit strategies you may have in place. This includes reviewing financial statements, investment portfolios, and relevant documents that inform our understanding. Our goal is to build a complete picture that will guide the development of your tailored financial strategy and entrepreneur support systems.
Once the data is collected, our team conducts a thorough analysis to identify opportunities and potential risks, incorporating insights from your entrepreneurial endeavors and nonprofit management. We combine your unique circumstances with industry best practices to create a customized financial plan that includes actionable strategies for growth and impact. This phase is critical for laying out a clear roadmap to achieve your short- and long-term objectives.
During the plan presentation, we share our findings and proposed strategies in a clear and engaging manner, highlighting how our entrepreneur packages and nonprofit strategies can enhance your journey. This collaborative session allows us to walk you through each element of the plan, ensuring you understand how it aligns with your goals and available resources. We welcome your feedback and questions to refine the strategy further. Our team also understands the importance of working directly with your full team, so we regularly conduct meetings to ensure any legal, accounting or tax professionals are involved and approve prior to implementation.
In the plan implementation phase, we translate the agreed-upon strategies into actionable steps, providing ongoing support and systems management. Our team ensures that each component of the plan is executed effectively, including the integration of nonprofit management strategies. We remain actively involved, guiding you through the process to minimize stress and maximize results.
Monitoring and updates are ongoing processes where we track the performance of your financial plan against established benchmarks, while also assessing the effectiveness of your entrepreneur and nonprofit strategies. Regular check-ins allow us to evaluate progress, identify necessary adjustments, and respond to changing circumstances. This proactive approach ensures that your plan remains aligned with your evolving goals and market conditions, facilitating sustainable impact and growth.
Protect
Protecting the wealth you’ve accumulated is a fundamental aspect of your financial journey. In addition to long-term planning and strategic investments, securing the right insurance coverage for your assets is essential to safeguard your financial future.
Your IVI advisor will play a key role in this process by conducting a thorough analysis of your insurance needs. They will help identify suitable coverage options tailored to your unique situation and recommend solutions from a diverse range of reputable carriers. Furthermore, your advisor will assist in implementing your chosen strategies and will conduct regular reviews of your policies to ensure they remain aligned with your evolving circumstances and needs.
By working closely with your IVI advisor, you can feel confident that your assets are adequately protected, allowing you to focus on achieving your financial goals.
Plan
At Impact Ventures International (IVI), our financial planning process begins with a thorough assessment of your personal and business goals, coupled with an evaluation of your current financial situation. We then develop a customized strategy that incorporates best practices from successful families and organizations. Our three cornerstone offerings—Entrepreneur Membership, Wealth Management, and Specialized Investments —ensure you have access to the resources and expertise needed for effective implementation.
Once the plan is in place, we provide dedicated support through concierge services and regular check-ins to monitor progress and make necessary adjustments. Our focus on long-term legacy planning ensures that your financial strategies not only meet your immediate needs but also preserve and transfer wealth effectively for future generations. With IVI, you can navigate your financial landscape confidently, minimizing risks while maximizing impact and growth.
What & How we do it
Explore real-world examples of our work in action. Our case studies showcase the strategies and solutions we've tailored to help clients achieve transformative growth and measurable impact. See how we turn vision into reality, one success story at a time.
