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Financial Planning

Financial Planning

No matter what stage of life you are in, it’s always the right time to have an updated financial plan. Creating and sticking to a financial plan is one of the most important things you can do for your future. Whether you are young and unsure how to get started, or nearing retirement and wondering if you can actually retire, Good Life has the tools and expertise to answer your questions.


Step 1

Initial Consultation

Our first meeting is an introductory meeting. We ask some general questions to get to know you better and see if we can meet your needs. If we believe we are a good fit, we begin gathering data. If not, we refer you to an appropriate professional that may be able to better meet your needs.


When collecting client information, we utilize a client questionnaire, risk tolerance questionnaire, and document checklist. Once all three documents have been completed and returned, we may have a follow phone call to clarify some information. The more accurate the information, the better your plan!

Step 2

Data Collection


Step 3

Financial Planning

Once all information has been collected, we develop the best plan and recommendations for you. Your financial plan is unique, providing you with the best opportunity for your specific goals.


We spend as much time as needed to walk through all aspects of the plan, and answer any questions. This is your life, and we want to make sure your plan is a clear and concise as possible.

Step 4

Plan Presentation


Step 5

Implementation

The financial plan is yours. If you select Good Life us as your investment advisory firm, we will work closely with you to implement your plan every step of the way.


Since financial planning is a dynamic process, we meet with our clients at least annually to review and update all financial plans and investments.

Step 6

Plan Updates



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