Financial Plan

The financial planning process at GNB Investments centers on the major principles outlined by the Certified Financial Planner Board of Standards:

(1) Defining a strong working relationship with prospective clients

(2) Employing a discovery and goal-setting process

(3) Analyzing a client’s financial situation and planning scenarios

(4) Evaluating plan options with the client on a consultative basis

(5) Formulating an implementation plan

(6) Periodically reviewing the plan, tracking progress, and revising where necessary

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.