Planning for your Future
Financial Planning can be a challenge for anyone, there is so much noise and distractions in our lives which can make it feel daunting. At GFA Wealth Design we think it is important to be educated as well as working with a team that understands you. Every client is different and has different goals, and we are here to meet the needs of every client on a personal level.
We make it easy for our clients to talk about money and their goals for the future. Therefore creating a financial life that works for them and helping them succeed in their goals.
YOUR CURRENT SITUATION & GOALS
We will assess your current financial situation and assist you in clarifying your future goals.
EXISTING EXTERNAL FACTORS
We continually keep abreast of the factors that might affect your financial situation.
The series of consultations and analysis which allows us to profile your needs.
YOUR FINANCIAL PLAN
The series of documents, goals, etc. which clearly define your current financial status and future goals.
EVER CHANGING GOALS & FACTORS
The events, both personal and global, which have an affect on your Financial Plan.
MONITOR & MODIFY PLAN
Regular updating of the Financial Plan in light of changing circumstances.