GFIS has a five-part process: We start with a complimentary consultation, followed by a tailored financial planning proposal outlining any fees associated with our working relationship. If a financial plan is agreed upon, using sophisticated financial planning software, your financial advisor will develop a personalized holistic plan. Finally, we will present tailored recommendations which result in the implementation of the plan. We do both a six-month check-in and a 12-month review where we can recalibrate as needed based on the market and any changes in your financial situation.
*Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial planning fee.
