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Financial Planning

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Financial Planning

No matter where you are in life, we can provide guidance, coaching, and tools to prepare for life’s uncertainties.

We don’t lead with models, charts, and graphs. We don’t jump right into crunching numbers. Instead, we take the time to learn about you – who you are and what is most important to you.
At GCG Investment, financial planning isn’t an event – it’s a meaningful process that becomes part of your larger life plan. You will work hand-in-hand with one of our trusted professionals to uncover your financial DNA. We will help you prioritize your life goals, and in the process, design a financial plan to help achieve them.

WE START BY LISTENING

Discover

Our process starts with a discovery phase where we learn where you are, then help you gain clarity around what matters to you.

We believe it’s more valuable to understand “Why?” We explore this in three interconnected areas:

  1. The need for financial independence
  2. The desire to leave a family legacy
  3. The desire to make a difference in the world (social legacy)

They hope to share their wealth with people and/or causes that are important to them, but when asked, they are unsure how what is possible or the appropriate timing.
It’s critical that we understand your goals in each area and why they are important to you. So, we ask a lot of questions and listen closely to ensure that we understand your motivations. While we don’t have a crystal ball, our process and tools help you envision future scenarios so you can see what’s possible, understand the tradeoffs, and make smarter, more rewarding decisions.

Financial planning decisions are usually made in a single area. Yet, wealth optimization can only be achieved by evaluating the impact of each decision across all three areas. We believe optimizing your wealth requires developing a clear definition of financial independence, family legacy and social capital legacy. Our financial planning experts guide you through this important step because it lays an essential foundation for the entire planning process.
CLARITY IN COMPLEXITY

Design

Once we have clarity around your vision, values and goals, we begin the actual planning process. Our design phase consists of crafting creative strategies and determining the solutions needed to achieve your goals and close any planning gaps. This is our opportunity to combine our deep expertise with our robust platform of planning and investment capabilities to tailor solutions to your goals, rather than the other way around. Because we do not take a cookie-cutter approach, this is a dynamic, iterative process where you are actively engaged through every step.
TOOLS AND TACTICS

Implement

A plan only works when it’s executed. In phase 3, we assist you in implementing the solution to help achieve your desired results. This often involves consulting with experts in the areas of our Wealth By Design process that are most relevant to you – investment, tax, estate, education, insurance – to ensure the recommendations are carried out and good ideas turn into tangible results. Each person’s path is unique, but what remains constant is that we will be with you every step of the way.
TOOLS AND TACTICS

Implement

An essential part of our planning process is the ongoing management of your total wealth picture. We view each client’s financial plan not as a static numerical snapshot but as a dynamic component of a life plan, with success being measured and sustained over many years, even decades. Life and financial circumstances don’t follow a straight line. This is why we have an entire phase and set of processes devoted to continually monitoring, adjusting and optimizing your plan and helping you make smart, thoughtful decisions along the way.
Simple Ways to Smart Solutions!