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Our Process

process

Our philosophy centers around a simple technique that starts with the planning process.
It’s not so much our process that makes us different, IT'S ABOUT THE LIFELONG RELATIONSHIPS WE BUILD.

the planning process

alignment call

  • 20 minutes
  • Understand your view on money/goals for the future
  • Give you a “picture” of what it looks like to be a client of GG

in-person discovery

  • Get a full understanding of client goals and current financial situation
  • Share initial observations of planning items that may need addressed

draft plan

  • Walk through planning software
  • Agree on assumptions and analyze planning outputs
  • Start forming initial planning priorities

delivery & recommendations

  • Deliver Comprehensive Plan with gaps and priorities
  • Agree on solutions and implementation strategy

ongoing relationship

  • Facilitate agreed-upon investment changes
  • Secure any necessary risk-management products
  • After implementing agreed-upon strategies, we are just getting started
  • Annual in-person reviews and continuous availability for “all things financial”

*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 plan fee. Periodic reviews of your financial plan may require a new planning agreement and result in additional fees.

it’s the way we treat people.

Our philosophy centers around a simple technique that starts with the planning process.
It’s not so much our process that makes us different,

Schedule Alignment Call
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About Us

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC (www.SIPC.org). Supervisory office: 900 East 96th Street, Suite 300, Indianapolis, IN 46240, (317) 469-9999. Westpoint Gutwein Group is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. CRN202507-2476293

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