Individualized practical,
financial guidance for real people

This means we do not spend time trying to design complicated call/put options strategies or chasing the newest or hottest penny stock idea.  Often, the talking heads on TV are shouting that "the sky is falling" or someone shares a "can't miss" idea....these are not the behaviors that create long term success, only stress, and unnecessary risk.

At Impact Wealth Management, we choose to concentrate our efforts on practical, easy to understand financial strategies for the people of "main street" not "wall street."  We help you create a personalized financial strategy with your lifestyle goals in mind.  Based on our discovery process, we work with you to build an appropriate plan that supports your objectives, then monitor the plan regularly to help you stay on track.

As life's journey often has some unpleasant turns, we know that organizing and maintaining your financial records is important but it becomes critical in the event of a crisis.  Chelsea Magby has developed a system for our clients and their families to use as a resource.  Also, she collaborates with the other professionals in her client's lives - CPA, Attorney, Real Estate Agent, the family physician. She hosts strategic family meetings in person or via call/video conference, based on the needs and desires of her clients. This creates a connection for planning as well as a known support system for the family when uncertainty arises.