OUR PROCESS

The first meeting is, in many ways, the most important one. It’s where we listen and get to know you. We want to hear your story, your goals, and your history with financial planning and investing. Why do we listen? Because we truly care—so much that we think of you as more than a client. We’re partners; and a solid foundation can only be created by listening to what you desire and understanding what drives you in life.

The next step is to design the plan that works best for you. There are two things you should know about our truly plan-based approach. We seek to surpass what technology can provide by introducing the human element into the equation, and we create innovative plans that are catered to each person. We look at the whole picture, not just pieces. We look at all aspects of your financial future, like estate planning or the differences between Roth IRAs and traditional IRAs. Then, based on our research, we’ll construct a suitable portfolio. We’re also happy to work alongside other professionals (such as lawyers or CPAs) to most effectively meet your needs.

At this point, we will only move forward if it’s what you desire. We care about your satisfaction and are willing to do everything we can to make sure you’re comfortable and content. If so, we’ll implement the plan, opening and transferring accounts, and handling all administrative details and paperwork.

Of course, financial planning is not something we set and forget. You’ll be informed every step of the way so you know as much about your plan as we do. During our regular meetings we’ll cover progress, discuss changes, and update you accordingly. We keep no secrets. You can ask questions and get feedback on any aspect of your plan and how it’s working. We’ll also use this time to cover any major life changes. If the change warrants, we can alter the plan or make a smart, appropriate recommendation.

From the beginning to the end, we listen. We’re accessible. We consider ourselves partners the whole way through. At Guide Point Financial Partners, our professionals offer the close, personal assistance you should expect, and we’re confident that it will help you feel comfortable for what’s ahead.