We believe you deserve access to unbiased financial advice

Our flat-rate financial planning process allows us to charge an hourly or fixed rate for our time, rather than selling you products you may or may not need.

The process begins with us getting to know you, your goals, and your needs. (Don’t worry. We can help you with this)

We will analyze all relevant data and present you with a comprehensive plan that outlining the recommended strategy.

Our summary of recommendations will give you the information to implement the plan on your own, or if you like, we can assist with implementation.

FINANCIAL PLANNING

Financial Planning Rates

Upfront Payment – $2,500- $5,500

Monthly Ongoing Cost – $150-$300

When managed investments at GMF total $250,000 or more, monthly ongoing cost is included in the management fee.

Our Financial Planning Packages Include:

Two fact finding meetings to assist you with determining your goals and to gather all relevant data needed to begin planning

A two-hour plan presentation meeting

A 45-day accountability meeting to ensure your plan is moving forward

Ongoing progress updates to ensure you are on track with your plan

Annual Comprehensive Review to monitor progress and set new goals

Unlimited access via phone or email

Financial Plans Often Include:

Cash Flow Analysis

Retirement Planning

Retirement Distribution Planning

Investment Allocation

Stock Compensation Analysis

Rental Real Estate Cash Flow Analysis

Liability Planning

College planning

Tax planning

Estate & Gift Planning

Business Planning

Investment Management

WHEN WAS THE LAST TIME YOU LOOKED AT YOUR INVESTMENT PORTFOLIO WITH YOUR LONG-TERM GOALS IN MIND?