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GCD Financial Life PlannerTM


As discussed on the Financial Planning page, the financial model is Step 1 to

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perform in your financial planning process. If done properly, there is no better way to document your life's financial goals which is made up of annual, recurring and significant one-time expenses and income.
Unfortunately, the industry is fraught with various models. Most of the models provided by stock brokers and agents are difficult to understand, are cumbersome and are usually self-serving to the provider, not the client. GCD has spent the last decade and more designing and refining one of the industry's most unique financial models that truly cashflows your family's lifestyle to not only help you decide on the proper course to invest but answers many of the concerns you might/should have about how your family's finances will work out.

In deciding whether or not a financial model is appropriate for you, you should ask yourself this one question:
If a model concludes a course of action that would require me to change what I am currently doing financially (including investments, insurance, estate planning, college planning, etc.) would I actually make the change?
 
        OR
 
If the model validated what I am currently doing financially (including investments, insurance, estate planning, college planning, etc.) would I want to know?
If NOT, then you should continue what you are doing and realize that you may or may not achieve your goals.

If YES, you would consider the change, and would like to have GCD prepare a personalized model for you (this is a SAMPLE of our Financial Life Planner), please first complete our Data Gathering Worksheets (DGW) Although these worksheets may appear overwhelming, we estimate that it will take no more than 2 hours for you and/or your spouse to complete. Please contact us if you would like to discuss our modeling process further and the related costs for preparation.

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