Financial Planning Solutions
Global Advisers provides professional financial planning that brings structure, clarity, and purpose to your financial life. Our approach integrates every facet of your wealthโincome, expenses, investments, taxes, retirement, estate, and riskโto align your resources with your values and long-term goals.
We serve a diverse set of clients: professionals, business owners, executives, multigenerational families, and individuals approaching or transitioning into retirement. Our goal is to ensure that every financial decision you make is informed, strategic, and fully integrated into your broader plan.
What Is Financial Planning?
Financial planning is the process of identifying your goals, evaluating your current situation, and designing strategies to align your resources with your desired outcomes. It integrates investments, taxes, risk, estate, and retirement needs into one cohesive plan.
Is Financial Planning Right For You?
Our planning solutions are ideal for those who value strategic foresight and comprehensive analysis. This includes:
Our Financial Planning Process
We follow strict guidelines when preparing your plan. Each phase focuses on your life and ends with a tailored strategy designed to help you reach your financial objectives.
Our Seven-Step Planning Process
- Establish the Engagement
- Define roles, responsibilities, and the planning scope.
- Gather Data and Define Goals
- Collect key financial details, personal priorities, and target outcomes.
- Analyze Your Situation
- Evaluate your assets, income, risk exposure, liabilities, and opportunities.
- Develop Your Plan
- Design a strategy with actionable recommendations aligned to your goals.
- Present and Refine
- Walk through the plan together, address questions, and make refinements.
- Implement Solutions
- Coordinate execution across custodians, service providers, and specialists.
- Monitor and Update
- Schedule regular reviews to update assumptions, data, and next steps.
Our Financial Planning Process
We follow strict guidelines when preparing your plan. Each phase focuses on your life and ends with a tailored strategy designed to help you reach your financial objectives.
Our planning process follows seven clear steps to help you take control of your financial future. First, we define the relationship and clarify what we’ll be working on together. Then we gather the details about your finances and goals. We analyze your current situation to identify risks and opportunities, and create a customized strategy to help you reach your objectives. We review the plan with you, make any needed adjustments, and then help you put it into action. After that, we continue to monitor your progress with regular check-ins and updates to keep everything on track.
Specialized Planning Solutions
Tax Optimization
Planning without tax strategy is incomplete. We incorporate tax forecasting, bracket management, charitable gifting, and account sequencing into every plan. Our goal is to reduce tax drag and preserve more of your wealthโyear by year and across generations.
Built for Investors Who Expect More
Our planning solutions are built for people who want structure, clarity, and resultsโnot sales. We help you connect the dots between todayโs decisions and tomorrowโs outcomesโso you can move forward with purpose and confidence.
Planning by Life Priority
FAQ About Financial Planning
Ready to Explore Options?
Decades of trusted experience guiding professionals through complex financial decisions.
Years of experience & and counting
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800.832.8514
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