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Our Process

At Gordon Financial Services, we believe that effective client Discovery must go far beyond the usual financial questions on a new account application form or a risk-tolerance questionnaire. Discovery should not only seek to understand the client's financial issues, but also the personal, family and social issues that impact and influence financial decisions.

We call this approach 360 Discovery. It represents a departure from most Discovery systems because of its focus on placing life issues before financial issues. We believe that if we understand your life issues, we will better understand your financial needs, concerns, opportunities and goals.

360 LifeMap Strategies

Clarify Vision
& Future

Plan for the Future

  • Financial Planning
  • Retirement Income
  • Estate Planning
  • Business Succession

Ease Life's Transitions

  • Marriage/Divorce
  • Birth/Death
  • Leaving My Home
  • Career & Profession

Live My Values

  • Clarify My Mission
  • Give to Community
  • Volunteer My Time
  • Align Investments

Work & Life

Meet Needs

  • Income Planning
  • Expense/Budgeting
  • Social Security
  • Corporate Benefits

Enhance Lifestyle

  • Vacation Home
  • Family Trips & Events
  • Hobbies & Leisure
  • Lease vs. Buy

Manage Health

  • Medicare/Supplemental
  • Long-Term Care
  • Care Coverage
  • Wellness & Nutrition

Create Financial

Simplify Finances

  • Investment & Savings
  • Home & Assets
  • Automate
  • Aggregate

Reduce Taxes

  • Tax-Loss Havesting
  • Asset Location
  • Stock Options Strategies

Protect Assets

  • Insurance
  • Liquidity
  • Business Continuity
  • Corporate Structure

Help & Protect

Help Children

  • Allowance & Savings
  • Loans & Gifting
  • Special Needs
  • Learning About Money

Assist Parents

  • Long-Term Care
  • Eldercare Counseling
  • Medical & Housing

Fund Education

  • Savings & Investments
  • Pre-Paid Tuition
  • Student/Parent Loans
  • Grants/Scholarships

Build a

Execute Intentions

  • Wills & Trusts
  • Power of Attorney
  • Medical Directives
  • Protect Heirs

Help Beneficiares

  • Designations
  • Special Needs
  • Trusts & Trustees
  • Valuations/Projections

Give to Charities

  • Planning Strategies
  • Tax-Advantages Gifts
  • Low-Basis Assets

Do You Have the Plan that’s Right for You?

Achieving financial comfort, taking care of family, planning for a secure retirement, mitigating taxes, making sure children (or grandchildren) get an education, building a legacy. For most of us, these are extremely important. But many of us feel unprepared and ill-equipped to deal with all of them in a coordinated, knowledgeable way.

Our comprehensive advisory process is designed to uncover what is most important to you personally and financially in order to put together the best possible long-term plan. We do this through a thoughtful and consultative three-step approach:


Understand and clarify your life and financial goals — then create a tailored financial plan designed to help make your goals possible.


Use academic research and financial science to build an investment portfolio that aims to give you the highest probability of achieving your goals with the least amount of risk.


Provide discipline, perspective, and guidance to help you stay focused on the long term and on track toward achieving what is most important to you.


The short video below explains the rationale and process for this approach:

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