Where Your Financial Strategies Finally Come Together
Most people have multiple advisors but no coordination. The Macro Planning Method aligns every piece of your financial life so your strategy works as one.
Stop juggling multiple financial professionals
Eliminate conflicting financial advice
Catch costly planning mistakes early
Build one coordinated financial strategy
Does this sound like you?
It’s time to regain control and simplify your financial plan — quick and stress-free.
You've received advice from several different financial professionals, but sometimes it feels like each person is only looking at one piece of the puzzle.
You've made financial decisions over the years, but you're not confident everything is aligned toward the same long term goals.
You know you should be doing more when it comes to your financial plan, but even knowing where to start feels too overwhelming.
You suspect there may be opportunities you're missing because no one is looking at the full picture.
That’s exactly why the Macro Planning Method
was created.
THE SOLUTION
The Macro Planning Method
We craft personalized strategies to help your finances grow.
Perfect for families, individuals approaching retirement, individuals with multiple advisors,
business owners, and anyone looking to maximize their finances.
Macro Planning
VS
Micro Planning
Most financial strategies focus only on the details, often called micro planning, such as a single investment, an insurance policy, or a tax return. While those are important, they don’t tell the whole story. Macro planning looks at the big picture of your entire financial life, aligning all the moving parts — from retirement and taxes to insurance and estate planning — so they work together. Our approach ensures you’re not just managing pieces, but building a complete, coordinated plan for lasting security and growth.
Macro Planning
✅ Coordinates all areas of your financial life into 1 plan
✅ One trusted partner bringing everything together
✅ Every decision aligned with your overall goals
✅ Comprehensive coverage with nothing overlooked
✅ Long-term peace of mind
Micro Planning
❌ Focuses on one piece at a time
❌ Multiple professionals giving separate advice
❌ Decisions made in silos, sometimes conflicting
❌ May leave gaps in protection or planning
❌ Short-term fixes
HOW IT WORKS
The Macro Planning Method
1. Discover Your Goals
We start with a quick intake to understand your priorities, challenges and long-term vision.
2. Connect with the Right Experts
Based on your needs, we match you with trusted professionals across insurance, retirement, tax, estate, and more.
3. Coordinate Your Plan
Your financial professionals collaborate to align strategies, eliminate gaps, and avoid overlaps.
4. Implement & Review
We help put the plan into action and provide ongoing check-ins to keep everything working as your life evolves.
Why Macro Planning Was Created
The Macro Planning Method was born out of a simple realization: people deserve more than fragmented advice. After decades of experience in the financial world, the founders saw clients meeting with one professional for taxes, another for investment advice, and another for insurance. Yet, they were still feeling overwhelmed, uncertain, and unsupported. Important details were slipping through the cracks, and families were left stressed about the very plans that were supposed to give them peace of mind.
The founders knew there had to be a better way. That’s why the Macro Planning Method was created, to bring everything together in one place. By looking at the whole picture instead of just one piece, we help families and businesses build plans that truly work in their everyday lives. The Macro Planning Method exists so you can stop worrying about managing all the moving parts, and start focusing on what really matters.
FAQS
Frequently Asked Questions
What is macro planning, and how is it different from micro planning?
Macro planning looks at your entire financial picture — taxes, insurance, investments, cash flow, and more — and aligns everything into one coordinated strategy. Micro planning focuses on individual pieces, like a single insurance policy or investment, without considering how it interacts with the rest of your finances.
Why is macro planning important for my financial future?
By seeing the big picture, macro planning helps prevent gaps, reduces conflicts between financial decisions, and ensures every part of your plan works toward your long-term goals. It’s proactive rather than reactive, giving you confidence and clarity.
What services do you offer?
We offer a full range of financial services, including:
Estate & Legacy Planning
Home, Auto, & Liability Insurance
Life & Disability Insurance
Health & Medicare Insurance
Retirement Planning, Annuities, & Investments
Tax Planning
Cash Flow Management
Funeral Planning
All services are coordinated through a macro planning approach.
Who is macro planning for?
Macro planning benefits anyone who wants a clear, coordinated approach to their finances. Whether you’re a family protecting assets, planning for retirement, or an individual seeking long-term security, our services will help you accomplish your goals.
How do your partnerships work?
We collaborate with trusted professionals across insurance, investments, and estate planning. These partnerships allow us to provide seamless, integrated solutions without you having to manage multiple financial professionals separately.
How do I get started with your service?
Getting started is simple. Reach out to your financial professional to schedule a complimentary introduction call.
Your Financial Life is Too Important
to Leave Uncoordinated
Reach out to your financial professional to get started today!
- Investment advisory services are offered through IAMS Wealth Management, an SEC registered investment advisor. IAMS Wealth Management and Macro Planning Group are independent of each other. The firm only conducts business in states where it is properly registered or is excluded from registration requirements. SEC registration is not an endorsement of the firm by the Commission and does not mean the advisor has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting. Please consult a CPA or attorney with tax or legal quesitons. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice. Jeremy Dopp is an Investment Advisor Representative with IAMS Wealth Management. No other financial professional named on this website is an Investment Advisor Representative, nor are the Investment Advisor Representatives with IAMS Wealth Management.
Information presented is believed to be current. All expressions of opinion reflect the judgment of the authors on the date of publication and may change in response to market conditions. All investments have the potential for profit or loss. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio.
Annuity guarantees are subject to the claims-paying ability of the issuing insurance company. If you withdraw money from or surrender your contract within a certain period of time after investing, the insurance company may assess a surrender charge. Withdrawals may be subject to tax penalties and income taxes. Photos are used for the singular purpose of enhancing the website. None of them are photographs of current or former clients.
There are no assurances that a portfolio will match or exceed any particular benchmark. Insurance products and services are not offered through IAMS Wealth Management but are offered and sold through individually licensed and appointed agents. Compensation received by licensed insurance agents for the sale of fixed annuities and other insurance products are separate and distinct from fees charged for advisory services. Insurance products also contain additional fees and expenses. -
- LegacyLock, LLC, legal documents written by Attorneys. Do-it-yourself estate document software licensed from EDP, LLC. LegacyLock LLC and EDP, LLC are not law firms and do not provide legal or tax advice. This website and the products available on this website are not a substitute for the advice of an attorney. If you have questions about your specific circumstances, you should consult with an attorney or tax advisor who is licensed in your state. -