GAINPLAN

Process

Your plan, step by step.

We’re ready when you are. Gainplanners deliver comprehensive strategic financial consulting, risk assessment, and asset management services, with your goals in mind.

Meet & Gather Facts

You

  • Identify your goals and aspirations for yourself and your family
  • Explore financial planning tools

Us

  • Create a visual map of your relationships, goals, and priorities
  • Assess current financial situation and help you prioritize your goals and design a roadmap to achieve them
  • Describe how we work together

Organize & Analyze

You

  • Provide your relationship manager with additional financial details as needed
  • Link your financial accounts to your financial plan

Us

  • Organize and inventory your current financial situation
  • Identify strengths and weaknesses
  • Brainstorm as a team and offer solutions for organization and growth

Engage & Assess

You

  • Review our assessment of your financial life
  • Communicate and ask questions
  • Commit to your next steps

Us

  • Review and collaborate with you on your holistic plan
  • Clearly define and outline recommendations, timelines, and strategy
  • Implement strategy

Adjust & Improve

You

  • Provide regular updates to your team about any life changes
  • Commit to updates and milestones in the plan

Us

  • Proactively track and communicate your financial progress
  • Provide administrative assistance
  • Stay ahead of industry news and trends to serve you better
You
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