Our Process

A Client-Centric, Holistic Approach

At GDI Planning, LLC, we believe that everyone needs financial guidance. Transitions in life, such as changing careers, growing your family, or retiring, are stressful and emotional times. We strive to serve as a resource for trusted advice and education, working closely with our clients throughout their transitions.

When working with clients, we utilize a holistic process that focuses on their unique needs. Our goal is to engage them in the process and help them understand their investments and the opportunities available.

We are dedicated to getting to know the client. We take the time to learn about the client’s individual needs and goals, as well as their current financial situation and possible obstacles. We want to understand their vision of financial independence and where they see themselves in the future.

We review various strategy options and educate the client on the pros and cons of each, as well as the elements of each strategy. We believe it’s crucial the client understands their opportunities so they can feel confident in their decisions. During this time, we discuss the client’s risk tolerance and what assets they will need in order to maintain their current lifestyle in retirement.

We develop and implement a realistic and transparent plan based on the previous discussions with the client and significant, ongoing market research. With a focus on mitigating risk, our goal is to determine how the client can achieve their objectives with the least amount of risk.

Once the plan is implemented, we meet on an ongoing basis to review and rebalance, as needed. While we seek to develop strategies for the long-term, we understand that with market fluctuations and changes in personal situations, a plan occasionally needs to be adjusted.