Get to Know Our Approach to Financial Planning

Your life is complicated enough, your financial planning shouldn't be

Get to Know Our Approach to Financial Planning

Our Proprietary Approach to Financial Planning

The 3P Approach© is a dynamic process we follow when meeting someone for the first time. This approach to financial planning relies on a partnership philosophy and follows a series of steps that guide both of us through creating  your unique plan.

From our first meeting where we use the opportunity to learn about each other before entering into a partnership, to implementing your plan and watching it take flight, we focus on the relationship and ensuring a good fit for both of us. That’s because our approach is designed to ensure that clients never outgrow a stagnant plan, rather the plan continues to evolve as their lives advance.

Live More, Worry Less

Our clients are partners and together, we have a single goal of reaching your financial dreams today and in retirement. Working together in the spirit of mutual trust, respect, and understanding are essential to a long-term partnership. We developed and refined this approach to financial planning through years of experience which resulted in long-term clients and generational planning. We help our clients retire when they want to or get to a “work-optional” lifestyle.

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Specialized wealth management strategies and financial planning designed with your goals in mind

7 Pillars of Financial Success

Have you ever tried to build a jigsaw puzzle without a picture? Our seven pillars depict the value we bring over the life of our relationship. As your life unfolds, your needs continue to evolve. While not every pillar is relevant to you today, many will be over time. In fact, our team has identified 112 things we do over the life of our clients.

Our process forms a single foundation from which 7 pillars of financial success are managed, including wealth management, risk management, assistance to loved ones, retirement planning, income tax planning, estate planning and value added services.  Instead of outgrowing our process, you continually grow into it.

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GWA Team of Experts

Team of Experts

We are committed to helping you reach your financial dreams. Our exceptional team includes experts in:

  • Investment management
  • Retirement planning
  • Risk management
  • Tax reduction planning
  • Estate planning
  • Debt and cash flow analysis
  • Education planning
  • Philanthropy

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GWA Gives© Transparent Logo

Giving Back

As a leading financial planning and wealth management organization in the region, Global Wealth Advisors and our employees are deeply committed to giving back to and improving the communities in which we live and work. That’s why we created GWA Gives©, where much of our social responsibility and community service energies are focused on providing meaningful impact through volunteer efforts and donations.

This giving philosophy also extends to educating the public about the various financial strategies they can apply. To that end, we publish a monthly newsletter, blog, videos, and podcast that are useful for people at any stage of their financial life.

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We are happy to answer your questions

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