Your Entire Financial Life, Connected.
We take the stress out of financial planning by bringing together every piece of your life into one simple, coordinated plan.
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
Macro Planning Connects Today’s Choices With Tomorrow’s Possibilities.
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, investment advice, cash flow, and more — and aligns everything into one coordinated strategy. Micro planning focuses on individual pieces, like a single insurance policy or investment advice, 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, & Investment Advice
Tax Planning
Cash Flow Management
Funeral Planning
All services are coordinated through a macro planning approach.
How do your partnerships work?
We collaborate with trusted professionals across insurance, investment advice, and estate planning. These partnerships allow us to provide seamless, integrated solutions without you having to manage multiple financial professionals separately.
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 often should I review my macro plan?
We recommend reviewing your macro plan at least once a year, or whenever major life events occur — like marriage, a new child, a job change, or retirement planning. Regular reviews ensure your entire financial strategy stays aligned with your goals.
How do I get started with your service?
Getting started is simple. Click the get started button below, and one of our trusted financial professionals will reach out to schedule a complimentary introduction call.
How can I contact customer support?
You can reach our support team via phone, or email. We’ll get back to you as soon as we can!
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We help simplify the complex world of finance by bringing together expert strategies, trusted partnerships, and personalized planning that align with your lifelong goals.
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1234 S Power Rd, St 101, Mesa, AZ 85206
140 N Union Ave, St 205, Farmington, UT 84025
Investment advisory services are offered through IAMS Wealth Management, an SEC registered investment advisor. IAMS Wealth Management and MacroPlanning 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.
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