Our Process

Areas of Practice

Coordinated Wealth Planning

Wealth planning is about more than assets, investments and net worth. It’s about what you want to do with your money and why. It’s about identifying your concerns, expectations and goals – it’s about how you feel and what you want.

Step 1: Establishing and defining the client-planner relationship.

Step 2: Gather client data, including goals.

Step 3: analyzing and evaluation your financial status.

Step 4: Developing and presenting financial planning recommendations and/or alternatives.

Step 5: Implementing the financial planning recommendations.

Step 6: Monitoring the financial planning recommendations.

Investment Management

Our goal based investment approach is tailored toward your needs and wants. We are dedicated to helping clients achieve their financial objectives and outcomes. We help clients think through their most pressing investment-related issues and build portfolio solutions for any market environment.

Step 1: Identifying Investor Needs and Objectives.

Sept 2: Determine Asset Allocation.

Step 3: Implement Portfolio Strategy.

Step 4: Ongoing Portfolio Management and Monitoring.

Preserve and Protect

Your wealth needs to be carefully handled. One of the most important aspect of wealth management is to preserve and protect what you have created. At GRIT wealth management we use a number of strategies to protect your wealth from threats that can disrupt you from hitting your goals.

Step 1: Assess your current policies to determine if you have sufficient insurance coverage.

Step 2: Review your policies to ensure that coverage has not lapsed and will last as expected.

Step 3: Update policy beneficiaries if necessary and check that policy ownership is optimal.

Step 4: Research the financial health of your current insurer.

Step 5: Ongoing Protection Management and Monitoring.

Financial Life Planning Services