GV Financial Advisors can help you create a financial plan that reflects your unique goals and values. It may be a cliché, but we believe it is true: if you don’t know where you are going, any road will get you there. Unlike many financial planning firms, we begin by helping you identify your true desires. Most wealthy people are goal-oriented people, but few financial planners have the ability or temperament to help people truly explore their financial goals. By focusing first and foremost on clarifying your goals, we turn traditional financial planning into an exciting and empowering expedition.

• Finding the advice you need to plan your financial future begins with a simple phone call to GV Financial Advisors.
• You do not need to have a perfect picture of your financial future before you begin. We take the time to get to know you and to help you explore the possibilities.
• We work hard to develop a relationship based on mutual trust and respect. Our goal is to become an advocate for you and your goals. As your trusted advisor, we can then challenge and support you as you continue working toward your goals.

Data Gathering

• Only after getting to know you and understanding your goals will we recommend a course of action.  To match your vision of the future with the resources to fund it, we will conduct a thorough financial review.  We will ask a series of open-ended questions about you and your family and your current financial situation.  This interview helps us understand your values and lays the foundation for developing a comprehensive financial plan that reflects your values and keeps your goals in clear focus.
• We will review your income, savings, investments, and fringe benefits with you in order to have a complete picture of your current financial situation.  We also will analyze your current financial plan, business continuation plan, and existing estate plan.  We discuss and determine your tolerance for investment risk. 
• We never forget that money is inherently emotional.  By helping you understand your emotional responses to financial situations, we will help you achieve clarity on your hopes, dreams, and desires.

Follow Up

• We will present you with a Discovery Letter to verify that our understanding of you and your situation is correct.
• Our Discovery Letter will provide you with an opportunity to review direction and to be certain that we are all working together toward the same end goals.

Plan Generation

• All of our plans feature a coordinated strategy to position your income and assets to maximize the probability you will achieve all your goals.
• Our financial plans incorporate your goals for retirement, education, risk management, charitable giving, asset management, succession planning and estate planning.

Plan Implementation

• We will work with your attorneys and accountants to help ensure that all of your legal documents pertaining to your estate and holdings are updated and coordinated to match your new plan.
• GV Capital Management, our Investment Department, will select your portfolio to fit comfortably within the risk tolerances you set for us.