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What To Expect
As a Client

The George Wealth Management Process is a systematic 5-step approach for building an all-encompassing financial plan tailored to your unique priorities, goals, and objectives.

This highly personalized plan answers critical questions such as:

Am I on the right track financially?
What risks do I face?
At what age can I afford to retire?
How much money will it take to retire?
Will I be able to maintain my current lifestyle in retirement?
How will inflation and taxes impact my retirement?

How much life insurance do I need?
What type of life insurance do I need?
Do I have sufficient liability insurance?
What do I need to know about Social Security?
How will I pay for my Healthcare?


Articulate and Understand


your Vision and your current financial picture


Discuss Personal and financial goals  and collect current account data
Desired retirement age and lifestyle
Investment risk tolerance and objectives to learn more about our risk assessment process Click Here






Conduct periodic review meetings
Monitor performance of your plan
Identify areas for improvement and make revisions accordingly
Update strategies to align with evolving goals





 Present Plan


Have an hour-long VIRTUAL or in-person discussion with George and the Financial planning consultant


Review current financial goals broken down into needs, wants, and wishes
Review probability of reaching goals using current spending and savings habits and whether you need to save more or change your spending habits to reach goals
Help you evaluate what-ifs and strategies to mitigate any possible future risk




Bring in team members to explain the elements of the plan that you want to implement
Determine an appropriate timeline for implementation
Execute Plan 




Are We A Good Fit


Identify and discuss current financial strengths and opportunities
Decide whether you would like to engage my team to implement the services that could meet your current needs and future needs