Comprehensive Financial Planning — A more efficient way to manage your wealth
Navigating financial challenges is dependent upon a disciplined plan, clear communication, and an adviser who helps you stay on track with your financial goals. Your GreatDane Team excels at all three, offering expert guidance and thoughtful strategies to ensure your financial success.
We begin with a meeting to discuss your interests, values, goals, and relationships to gain a deeper understanding of your purpose and priorities behind your wealth. Understanding your current picture and your intentions enables us to build a strategic, goals-based plan.
Financial Purpose
Your custom financial plan will provide you with a comprehensive view of your financial situation, alongside the agreed upon strategy implementation. On an ongoing basis you will also receive an abbreviated version to summarize your finances so you always know the progress you’re making towards your goals.
Consolidated Reporting
A financial plan is only valuable if it's actively used and adjusted as life changes. We work with you regularly to review and update your plan, ensuring it reflects changes in your goals, cash flow, career, family dynamics, tax laws, etc.