The Planning Process

Engage | Empower | Execute | Encourage

We offer relationship-oriented services designed to connect YOU with the true Purpose of Your Money. Our core process leads to implementing strategies so that your Life and Legacy is defined by Dignity, Independence and Choice

  • Initial Meeting

Provides an opportunity for Gina and you to get to know each other and to determine whether or not we are a good fit. In addition to learning your WHY and your PURPOSE, Gina wants to learn what you are looking for in a Financial Advisory relationship

  • Data Gathering & Analysis

If we decide to move forward after our initial meeting, we will review and analyze your current and complete financial picture. The more information we have, the better we can connect your current financial reality and make recommendations that advance you towards your desired purpose. As a fiduciary, all information shared and discussed is completely confidential!

  • Account Opening

After presenting our recommendations, if you feel we are still a good fit, we will help you complete any necessary account opening paperwork and take care of any loose ends. All paperwork will be signed by both the client and Gina

  • Follow-up Appointments

Appointments with Gina will be scheduled at least annually, or as needed, in order to help you make progress towards your goals. We will review your Life and Money Plan, and make updates as needed. As a client you become a member of the GHG Financial Planning Client Family!