Financial Planning 2
At GKV Capital we
Custom Tailor
We’re about aligning your money with you.
Real Plans
We know what it’s all worth.
Life changes, and your financial plan should keep up.
Understandably, most clients want to know if they will have enough assets to last the rest of their lives. With a plan in place, we can substantially reduce the anxiety
Whenever you need a fresh look, we’re here to revisit the big picture with you. We’ll walk through things like your goals, savings, retirement timeline, cost of living, and what you might need (or want) to spend along the way. Then we update the plan to reflect where you are now, and where you’re headed.
Financial Planning 101
Since 1974 we’ve been helping clients from point a to point be prepared.
how do you work with my specific needs?
We work directly with you to discuss all your financial questions, concerns, and goals. Whether it’s an important life decision with significant long-term financial implications, how best to finance a remodel, plan for and finance children’s education, or even the pros and cons of buying or leasing a car. Let’s talk through it together.
What does financial planning involve?
Comprehensive planning covers cash flow planning, taxes, retirement, insurance, estate planning, charitable endeavors, and requirements for possible long-term health care needs. We dive into each topic, at your pace, to help educate you and give you confidence in making the right decisions as you work towards achieving your goals.
How often should I review my plan?
Life changes – and your financial plan should keep up. We should revisit your plan anytime you have a big decision, life change, or just as a checkup to make sure things are still on track.
How much money do I need in retirement?
The result of the plan process will be a detailed analysis of your current situation and a look forward at best and worst case scenarios so you know where things really stand. Your plan should reduce your financial anxiety about the future and enable you to make informed decisions to reach your goals.
What does it cost to build a plan?
Developing and revising your plan is part of being a client at GKV Capital. We don’t bill by the hour. We are here to help you reach your financial goals.