Private Client Services
Financial Planning

Formal planning is often a missed step in preparing for financial goals. Retirement, educational needs, and even an additional home are goals more easily achieved by reviewing the key aspects impacting your financial outlook. GP believes that proper planning begins with an assessment of current and projected personal expenses.

In doing so, the planning process starts at the ground level. From there, our method works with your current income, assets, savings rates and other financial aspects; then applies a discounted cash flow analysis to project what you will need to attain your desired results longer-term. When necessary, GP can prepare a shorter-term cash flow budget to help identify current needs and provide an accurate picture of pending future requirements.