Broker Check

What to Expect From Us

If you contact GTF, this is what you should expect:

  1. An introductory conversation with an advisor who will explain our process.
  2. The GTF advisor will provide you a detailed list of the specific documents and information needed from you for Financial, Tax & Estate Planning.
  3. You will gather the items on the list and schedule a visit with the advisor.
  4. The GTF advisor will review and assimilate the information from the provided documents and introductory conversation with you and put it into a format that will shed light on what your current financial picture is.
  5. The GTF advisor will meet with you and discuss the strengths and weaknesses in your current financial picture, assist you in establishing defined financial goals based on your values, and discuss potential outcomes if things are left as they are.  
  6. If you and the advisor determine a need for a change to your current financial picture the GTF advisor will provide options for correction / improvement.
  7. You will elect what you wish to adjust, the advisor will implement the changes, establish a schedule for future meetings, and monitor your plan.

 

Cost: At GTF, we provide comprehensive financial planning which will give you a complete picture of your financial world as it currently stands and provide you with a plan to get it where you want it to be. For this service we charge a planning fee. The amount is dependent on what needs to be done on your behalf. Half of the fee is paid in advance and the second half is paid upon implementation of changes.

 

Disclosure: Once your GTF advisor has unveiled potential issues, provided options and relevant strategies for improvement, and presented you with a complete view of your current financial picture you have two options:

  • Pay the second half of your planning fee and move forward with implementation.
  • Decline to do anything and receive a refund for the half already paid.