Wealth Management

What is Comprehensive Financial Planning?

  • Executed in conjunction with investment strategy implementation
  • Addresses issues pertaining to the client’s unique personal situation and financial future
  • Where appropriate, includes collaboration with client’s other advisors (attorneys, accountants, insurance agents, and others)
  • A thorough, in-depth, process that clearly maps out an attainable and understandable future
  • Designed to provide clarity around retirement, estate and tax planning, charitable gifting, education funding, and life changes among others

GFP Financial Planning services

GFP Process

  • Calculate Net Worth
  • Project Lifetime Cash Flow
  • Project Capital Accumulation
  • Identify/Prioritize Goals
    • Lifestyle
    • Education
    • Retirement
    • Family Gifting
    • Philanthropy
  • Implementation

Initial Work

  • Net worth statement
  • Cash flow statement
  • Capital accumulation projections
  • Asset allocation planning
  • Risk profile guidance
  • Employee benefits review & elections
  • Retirement planning
  • College saving
  • Debt management
  • Social Security analysis/Medicare analysis

Supplemental Planning – building on the base plan with the following services:

  • Estate planning
  • Income tax planning and preparation
  • Insurance planning & placement
  • Philanthropy planning
  • Family wealth planning
  • Liquidity events
  • Other unique circumstances

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