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The Gestalt Financial Planning Process was created to accomplish the following objectives:



​We have strategically designed our process to achieve these goals in a structured and methodical manner. The plan we help you create will grow with your family and provide a framework in which you can make sound financial decisions. Your plan will evolve with changing needs and scenarios. 

Obtain a clear and complete picture of your current financial model.

Gain a deeper understanding of what is important to your family.

Identify any roadblocks that may stand in the way of the financial future you envision.

Design and implement a comprehensive financial model based on the unique objectives of your family.


gə-ˈstält, gə-ˈshtält

 an organized whole that is perceived as more than the sum of its parts

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Establish Present Position & Future Goals

This phase is the foundation of the Gestalt Financial Planning Process and will  establish your present position against which future progress will be measured. Our efforts will center around getting to  know you and your family and establishing short term and long term goals.  Phase One includes the following steps. 

Data and Discovery

The Gestalt Values and Vision Kickoff

Present Position Report

Design and Implement the Financial Plan*

Once your present position has been established, we'll identify obstacles that could prevent you from reaching your goals and recommend specific actions to help you overcome them.  We adopt a collaborative and educational approach, and our aim is to create a strategy that you understand and feel good about. 

Evaluation and Analysis of Data

Risk Management Review

Investment Collaboration 

"What If..." Testing

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Ongoing Support

Once your plan is established and implemented, we focus on ongoing support and monitoring. Your Gestalt Financial Plan will keep in mind the legacy needs of your family and the "Family Meeting" allows you to prepare your children/heirs on how to continue the plan should should anything happen to you.

Estate Planning Review**

Family Meeting

Ongoing Support and Monitoring

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*Financial plan recommendations can be implemented with the advisor of your choosing.  Implementation of specific products or services may result in commissions or fees outside of the financial planning fee.  

**Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA. Consult them for specific advice on legal and tax matters.

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