The financial planning process can seem overwhelming - especially if you have never sat down to determine your assets, challenges, and goals. When you start working with GW & Wade, we first establish your financial foundation. This process culminates with your team providing a custom financial plan that is driven by your unique financial goals.
The process includes...
Data Gathering
We review and document your existing financial data and discuss your needs, challenges, and goals.
Foundation Setting
We prepare a personal balance sheet, income tax projections, tax withholding analysis, cash flow projection, and an analysis of your current asset allocation.
Multi-Year Tax, Investment & Retirement Analysis
We present you with our recommendations regarding tax, asset allocation, cash flow, and retirement planning.
Estate Planning and Insurance Analysis
We analyze your current insurance coverage and estate plans, and identify where additional coverage or documents are needed.
Plan Review
Finally, we summarize all of our recommendations and discuss specific strategies and dates for implementation. This is where the execution phase of our partnership truly begins.
Ongoing Support for You and Your Family
Once we have reached the implementation stage of the planning process, we monitor, manage and adjust your financial plan based on life changes and market conditions.
Choosing a trusted wealth manager is a big decision.
Connect with us to see if GW & Wade is right for you.
Client Login