Our Financial Planning Process

We all have financial goals and dreams– but dreams alone are not enough to get you there. A financial plan that analyzes your situation, identifies goals, and creates detailed steps for attaining them is the most reliable way to achieve those dreams.

GEBA Wealth Management offers a full array of financial planning services from specific goal-orientated plans to comprehensive financial plans that address a client’s entire financial situation.

Our Financial Planning Process

We’ll listen as you explain your financial needs, dreams and concerns. We will discuss and recommend the scope of the plan that best addresses your needs, along with what you can expect from the financial planning process and fees that will apply.

  • Next, we’ll gather information and analyze your financial situation– assets, liabilities, TSP and other investments, insurance, FERS/CSRS retirement benefits, etc.
  • We’ll help you set financial goals, review recommendations and alternatives with you, and develop a personalized plan with step-by-step recommendations for reaching your goals.
  • We’ll assist you with implementing the plan.
  • We’ll monitor the plan, check back with you periodically to review progress and challenges, and update the plan as needed.
GEBA Financial Planning Process Chart
Financial Planning

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