Our Process

During the introduction phase, we  contact you and have a brief  conversation about who we are and what we do. Here, we gather basic information on what you are trying to accomplish. It is important for both parties to see if we are a good fit. Only then will we schedule an in-person meeting. 

Your risk tolerance is also determined during this introductory phase. We  send out our risk tolerance questionnaire for you to complete before our first meeting. This allows us to gain a better understanding of the level of risk you can accept. 

The next step in our process is a face-to-face meeting. This meeting is  primarily focused on getting us to fully understand your goals and objectives. We also dive deeper into our investment process and answer any  questions or concerns. 

Also at this point in time, it is necessary we review all other investments and plans which you currently participate. Providing statements allows us to obtain an accurate picture and aids our review. 

At this step, GFA spends considerable time analyzing and understanding your current financial situation. Only then do we begin drafting a financial plan that aligns with your goals. 

This is followed with another meeting,   to present our findings. We utilize leading edge technology to provide an easy-to-understand comprehensive plan. In the end, you will fully realize the steps we will implement to reach your goals.

 Moving forward, after you have had time to consider our financial plan, the next step is opening an account. This is where you commit to choosing us as your trusted advisor. We accept responsibility for your investments and look forward to building our relationship with you. GFA works with one of the largest custodians in the country, Charles Schwab. Our program offers both direct online access as well as traditional mailings of your account paperwork and statements.  

After implementing your financial plan, our process does not end.    Continuous monitoring and rebalancing, which is the most important step comes next. As you  know, economic and markets conditions are always changing. Therefore, it is crucial we continue to actively manage your investments. We do this while keeping your objectives in mind. Communicating with our clients is crucial to staying on track. We also provide performance reviews and adjustments for any lifestyle changes.