GT Financial Group's Process

Discovery: 
The first step is understanding your ‘why’ and your ‘True North.’ We then bring clarity to your goals and create your ideal vision of the future. That coupled with a comprehensive review of your financial situation allows us to start the process.

Design: 
Step two is working with our professionals to create a financial model of your situation. We will identify the coordination gaps and opportunities while educating you on the variety of solutions, making you part of the process.  

Implement: 
The third and most important step is ensuring your strategies are put into action. Once you have selected the specific strategies that best accomplish your goals, we act with a sense of urgency to follow through and help you implement them.

Sustainability: 
Life happens....so to address those changes (success and challenges) sustainability of your strategy, year after year, is critical. Our annual process review will allow you to stay current and relevant.

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 plan fee. Periodic reviews of your financial plan may require a new planning agreement and result in additional fees.