Financial Planning

The financial planning process at G&S Capital begins with our personal approach. We don’t believe in over-complicating the process for you. But we do believe in a collaborative process – because we need input from you to fully understand your situation, and your goals.  Whether you’re planning for a traditional retirement, a career change, or are in search of financial security, we believe in using our expertise to tailor-make a plan and then track and measure the progress every step of the way.

Together we aim to answer the following questions:

    • How “should” I be invested to reach my goals?
    • Where will my cash flow/income come from?
    • What accounts should I be adding to?
    • What level of risk do I “need” to take?

Please Note: The extent to which financial planning and/or consulting services shall be provided depends upon specific client request and indicated client needs.