Our Process
How we get from Point A to Living the retirement you always imagined
We walk with you through every step along the way. You’ll never have to guess what’s next or where we are in the process.
Step 1: Getting started
Your journey with Gravitas Wealth Planning
Getting To Know You Chat
A casual conversation where we learn about what’s important to you, where you are today, and where you want to be in the future.
Discovery Discussion
This is a deeper dive into your current financial situation, your priorities, and the obstacles that you may face along the way. You'll give us more insight so that we can provide the proper advice.
Strategy Session
We’ll cover high-level suggestions and build out a personalized Client Service Calendar together. You’ll learn about our processes and how we establish actionable advice and support you through your retirement journey.
Step 2: Becoming a client
Seamless onboarding for a confident start
Get Organized Meeting
In this session, we gather all relevant data on your current financial situation and discuss your short, medium, and long-term goals. By the end of the meeting, we'll have a clear understanding of your financial aspirations and the steps needed to achieve them.
Initial Plan Delivery
We take everything we've learned about you and deliver an initial comprehensive plan tailored to your unique circumstances. During this meeting, we'll review the plan, discuss clear action items, and prioritize steps to help you achieve a secure and fulfilling retirement.
Step 3: Ongoing relationship
Continuous support for lasting financial success
Client Service Calendar
Our relationships are driven by the individualized Client Service Calendar. We create this together to lay out the next year’s milestones and important action items and ensure you’re never in the dark. With GWP by your side, you can feel confident in your financial future, knowing we're always there to help you navigate the complexities of retirement planning.
Download a sample client services calendar
Get an idea of how our process works by seeing a sample client services calendar for the first year of working with GWP.