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Our Process

The Framework for Success

Financial Planning and Investment Advisory is built on a foundation of trust and confidence. To ensure that we act in your best interests, The GM Financial Group follows a meticulous six-step process. The process balances your desire for freedom with your expectations of excellence.

  • 1. Establishing and Defining the Client Planner Relationship

    Our personal approach begins with an initial free discovery consultation in our office. Our initial conversations are the first step in establishing a relationship with you. The purpose of this process is to understand your unique goals, your past investment experiences, your view of risk, and the ultimate uses and purposes of your wealth. We will explain what you can expect from us and answer your questions.

  • 2. Gathering Client Data and Goals

    After becoming a client, we will begin your planning process by having you complete our Comprehensive Financial Planning Client Questionnaire and the Risk Tolerance Questionnaire. Once our office receives these materials, and any required supporting documents, we will begin working on your comprehensive financial plan. Articulating your goals and aspirations—and establishing them in writing—will foster a disciplined commitment to your chosen investment strategy in spite of constantly fluctuating markets. The clearer you are about your goals, the easier it will be to stick to your plan. And the more you stick to your plan, the more successful the outcome will be.

  • 3. Analyzing and Evaluating Your Financial Status

    Upon receiving all of your information, we begin the process of analyzing every detail pertaining to your current financial situation. After carefully reviewing your goals we will perform a thorough review of your cash flow, insurance policies, retirement plans, investments, estate documents, education and/or college needs. Only then will we be prepared to determine which steps to take in order to meet your clearly defined financial goals.

  • 4. Developing and Presenting the Financial Planning Recommendations

    Taking your personal needs and unique circumstances into account, a personal comprehensive financial plan will be created just for you. We then sit down with you and explain the plan fully, taking as much time as needed to answer any and all of your questions.

  • 5. Implementing the Financial Planning Recommendations

    Implementation is crucial to achieving your financial goals. The GM Financial Group LLC will be there to assist you with the implementation of your plan. We will also speak to other advisors you may use to make sure they are aligned with your goals.

  • 6. Monitoring the Financial Planning Recommendations

    As part of your comprehensive financial plan, we will work with you to continuously monitor all phases of your new strategy based on your implementation action plan. We will work with you hand and hand to make sure you accomplish what is important to you.

Our wealth management approach enables you and your family to experience an increased sense of clarity, direction, and confidence about your future.