Financial Planning FAQs
What is covered in the customized financial plan?
We cover the following areas when preparing a financial plan:
- Cash Flow Statement
- Net Worth Statement
- Estate Needs Analysis
- Disability Income Needs
- Retirement Plan
- Investment Analysis
- Tax Planning & Projections
- Education Funding
How do I get started?
Start by completing a detailed Financial Planning Questionnaire. Then give us a call and we will review it with you and prepare a detailed written plan specific to your needs.
How often should I update my financial plan?
Preparing a financial plan is where our personal service gets started. We provide you with ongoing reporting on all of your investments including:
- Regular reviews of your personal finances with your financial planner
- On-line access to your accounts
- Access to state-of-the-art research that is current and specific to your investments
What if my plans change?
We created the service with you in mind. You can contact a financial advisor right here through our web site with your new information. Or you can set up an appointment to meet in person to discuss your changes.
Get independent thinking working for you!
We encourage you to get professional advice when preparing your financial plan. A GP Wealth Management Financial Advisor is qualified to help you make the right choices.
Click here and contact one of our financial advisors in your area to arrange a no-obligation meeting to discuss your financial planning needs or to open an Investment Account, click here
Click here, To learn more about financial planning at our LEARNING CENTRE SECTION.