Comprehensive Financial Planning - Achieve Your Financial Goals with GLB

1

See Where You Stand

The Discovery Session

1 Hour

No jargon. No judgment. Just a deep dive into where you are right now. We’ll unpack everything: your family setup, estate planning, income streams, debts, assets – the whole picture. This is your financial “snapshot” and it’s the foundation for what’s next. Think of it like GPS for your money. Before you start heading somewhere, you’ve gotta know where you are.

2

Goal Setting

Where Do You Want to Go?

1-1.5 Hours

This is the fun part. We’ll chat about where you want to be. When you want to retire, how you want to live, where you want to travel. Gifting to your family? Leaving a legacy? This meeting is all about the future. By the end, we’ve got a clear picture of what your dream life looks like and a plan to make it happen. Simple as that.

3

The Game Plan

Turn the Dream into Action

1-2 Hours

This is where it gets real. We’ll hand you a personalized roadmap with clear steps to get you from Point A to Point B. Want to tackle it all at once? Great. Prefer to take it step-by-step? No problem. We’ll prioritize the action items, breaking them down so it’s not overwhelming. Every move brings you closer to that dream lifestyle.

4

Life Happens, We Adjust

Stay On Track, No Matter What

As Needed

Life’s unpredictable. That’s why we stay flexible. Annual reviews? Definitely. Life event throws a curveball? We’re on it. Our continuous check-ins keep everything aligned with your changing life. You stay focused on living; we stay focused on keeping your financial plan in sync.

Mapping Your Financial Future

The Discovery Session

1 Hour

Where Do You Want to Go?

1-1.5 Hours

Turn the Dream into Action

1-2 Hours

Stay On Track, No Matter What

As Needed

Your journey starts with a single conversation.

Ready to Take Control of Your Financial Future?

Sandusky Office

Elyria Office

Medeira Beach Office