Experience comprehensive financial planning services with us as your trusted advisors. We take pride in serving as your family's Chief Financial Officer, organizing, optimizing, and maintaining your entire financial picture. Spend more time doing what you enjoy while we develop a personalized financial plan to help you achieve your goals.
Help First Promise
With our Help-First Promise, we offer a complimentary initial consultation to assist you in finding the right path, even if it doesn’t involve us. We prioritize understanding your current situation, desired destination, and planned approach before providing any financial recommendations for enhancement, and we don’t bill for service until we have successfully delivered a completed plan to your full satisfaction.
Our Compass 360 Process
Step 1: Discover
Our financial planning process begins with an introductory meeting designed to get to know each other. We will review an outline of our services, identify your primary goals and objectives, and agree on the most appropriate path moving forward.
Step 2: Design
Gathering quantitative and qualitative data also allows us to refine priorities and tailor solutions to meet your individual needs. We create a customized, interactive client website that allows us to gather and organize your current financial information. Upon completion, we will review the current fact pattern with you for accuracy and create the initial draft of the financial plan.
Step 3: Deliver
We finalize the plan with detailed recommendations to ensure alignment between asset management and insurance strategies before establishing an implementation schedule. Comprehensive recommendations for improvement will be presented in the following areas as well as others if needed: cash flow and savings, tax planning, asset allocation, risk management, insurance, estate planning and wealth transfer.
Step 4: Dedicate
We then establish and prioritize an agreed-upon implementation schedule. Our professional advisors go to work implementing and modifying recommendations as needed with a proactive approach that keeps your goals firmly in sight.
Throughout the entire financial planning process, the Granite Harbor team will coordinate with all parties involved including legal and tax advisors on behalf of our clients to ensure accurate and timely execution. legal and tax advisors on behalf of our clients to ensure accurate and timely execution.
Our Commitment & Next Steps:
Reviewing and maintaining your financial plan is paramount to your success. Once we have completed the implementation phase, we will establish a mutually agreed-upon review schedule. We provide monthly updates to ensure the accuracy of your financial plan and make proactive changes whenever needed to keep you on track toward your financial goals.
Benefits of Financial Planning
Our expertise and personalized approach ensure that you receive tailored strategies to meet your unique goals. We help clients feel confident in their financial plans while providing:
- Optimized tax strategies
- Estate planning solutions
- Ongoing support
- Financial education
- Foundation for long-term financial security