Our Process
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
Balance
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
Comfort
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
Family
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
Legacy
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:
Design
Understand and clarify your life and financial goals — then create a tailored financial plan designed to help make your goals possible.
Build
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.
Protect
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: