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What You Need

Everyone has a unique starting point once they have decided to take control of their financial future. Most potential clients fall into one of the three categories we’ve outlined below. Whether your situation is straightforward or more complex, we have a roadmap to follow to make the most of our time spent together, helping you move towards your financial goals. GrandView Financial Group has a strategy to meet you wherever you are and walk with you to where you want to go.

Financial Coaching and Education
Ideal for ages 20s-30s
Work with an associate advisor under a Certified Financial Planner™
$2500
and up
Process
Month 1-2
Discovery & Goal Setting
Month 3
Recommendations & Advice
Month 4-5
Implementation
Month 6
Check-In Recommendations & Advice
Month 7-11
Maintenance & Implementation
Month 12
Annual Review, Renew Planning Services
Scope of Work
Initial Review & Analysis
  • Cash Flow — Debt Management
  • Cash Flow — Emergency Fund
  • Student Loan
  • Employer Benefits & Compensation
  • Insurance & Risk Management
Ongoing Review & Analysis
  • Portfolio Analysis
  • Debt Management
  • Risk Analysis
  • Large Expenses (Home, Car, Wedding, Family Planning)
Ideal for ages 30+
$2500
and up
Process
Month 1-2
Discovery & Goal Setting
Month 3
Plan Recommendations Implementation
Month 6
Semi-Annual Meeting, Recommendations & Advice
Month 9
Quarterly Check-In
Month 12
Annual Review, Renew Planning Services
Scope of Work
Initial Review & Analysis
  • Cash Flow — Debt Management
  • Cash Flow — Emergency Fund
  • Tax Review
  • Insurance & Risk Management
  • Estate Plan Review
  • Savings & Retirement Planning
  • Education Planning
  • Healthcare Planning
  • Employer Benefits & Compensation
Ongoing Review & Analysis
  • Portfolio Analysis
  • Debt Management
  • Risk Analysis
  • Large Expenses (Home, Car, Wedding, Family Planning)
Ideal for ages 40+, Business Owners, Executives, Large Estates
$3500
and up
Process
Month 1-2
Discovery, Vision & Values
Month 3
Plan Recommendations Implementation
Month 6
Semi-Annual Meeting, Recommendations & Advice
Month 9
Quarterly Check-In
Month 12
Annual Review, Renew Planning Services
Scope of Work
Initial Review & Analysis
  • Cash Flow — Debt Management
  • Cash Flow — Emergency Fund
  • Tax Planning
  • Insurance & Risk Management
  • Estate Plan Review
  • Savings & Retirement Planning
  • Education Planning
  • Healthcare Planning
  • Employer Benefits & Compensation
  • Business & Succession Planning
  • Legacy Planning
  • Charitable Giving
Ongoing Review & Analysis
  • Portfolio Analysis
  • Debt Management
  • Risk Analysis
  • Large Expenses
  • Wealth Transfer