Financial Planning for You
There isn't a one-size-fits-all financial plan. You are unique. The achievements you have accomplished are unique. The people you love are unique. The things you enjoy are unique. That's why you need a financial plan that's tailored to your specific situation.
Our goal at Gate City Advisors is to help you define your financial goals, and then create a personalized financial plan to help you reach your financial goals.
Our Financial Planning Team's Mission
Discover
We strive to come alongside you to discover your financial goals.
Design
We work to develop your unique financial plan.
Deliver
We help you implement your personalized plan to successfully get you TO and THROUGH your retirement.
Our Client Onboarding Process
Our firm's "client-first" mentality means we're committed to understanding your unique situation as we discover, design, and deliver your personalized financial plan.
In efforts to keep you in the driver's seat, we want you to know the roadmap of our onboarding process so there are no surprises along the way. Below is our step-by-step client onboarding process:
1. Introductory Call (10-15 Minutes)
- Assess your needs and objectives
- Introduce the GCA Planning Process
- Determine if GCA may be a good fit for your financial goals
- Schedule Discovery Meeting
2. Discovery Meeting (60-90 Minutes)
- Discuss your goals and objectives in greater depth
- Explain the GCA Plan Summary
- Set a possible agenda and timeline for financial planning elements
At this point, if you determine that our team is a good fit for your financial goals, we will:
- Execute a client agreement
- Schedule your first Design Meeting
- Send you our intake questionnaire
- Collect the engagement fee (if applicable)
3. Design Meeting(s) (60-90 Minutes)
- Review client data
- Review risk management elements of financial plan
- Identify need for legal, tax, or ancillary specialists
- Review updated plan summary/progress report
- Review hypothetical retirement accumulation or income illustrations
- Discuss investment portfolio design and consolidation
- Begin or schedule implementation processes
- Schedule next meeting
4. Delivery Meeting (30-60 Minutes)
- Complete all outstanding paperwork
- Initiate online access and paperless statements
- Schedule follow-up meeting
What Is Good Financial Planning?
Financial planning is the process of determining your specific financial goals and then making deliberate choices to reach those goals, while protecting yourself against possible financial threats through purposeful saving and spending. But there's a difference between good financial planning and not-so-good financial planning. Click below to watch our short video.
Schedule a No-Commitment Introductory Call
Schedule a quick, 15-minute, no-commitment conversation with one of our advisors to find out if our team might be a good fit for you and your financial goals.
Schedule Your Introductory Call Today!Check the background of your financial professional on FINRA's BrokerCheck.
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Gate City Advisors is not affiliated with Kestra IS or Kestra AS.
This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS Compliance Department at 844-5-KESTRA (844-553-7872). https://bit.ly/KF-Disclosures
