Planning By IMC

Planning By IMC is a financial consulting firm that works with individuals and households, small and medium-sized business owners, municipalities, corporations, schools, colleges and professional athletes. Its core approach is a strategic planning process called IMC PLANNING, built on exposure, education and execution, with budgeting treated as the foundation for long-term goals.

The firm has worked with the City of Birmingham on a citywide financial assessment and runs a financial literacy program with Birmingham City Schools called the Financial Freedom Project. Initial consultations are booked through the website. The office is on 19th Street in Ensley, Birmingham, and the firm works with athletes who are launching business ventures, coordinating with their CPAs, attorneys and financial advisors.