Our Approach
The Grandview Process™ is our planning approach that sets and
measures financial goals according to a pre-determined Personal
Vision Profile™. This simplifying process provides constant visibility
of progress, met goals and upcoming events so you feel confident
and in control of your Plan. Each step is designed to give you comprehensive,
personalized services to match your expectations,
needs and lifestyle requirements as they may arise.
Three key stages provide the framework for The Grandview
Process. Although there are several touch points, meetings and
conversations between these crucial steps, the steps above provide
a defining structure for our process. It is the basic outline of how we
commit to working with you.
Step 1:
Your Personal Vision Profile™
A simple yet thorough exercise that captures your personal goals,
milestones and events and helps your Grandview Group advisor get
to know you better.
- Allows you to share your dreams, vision and needs with The Grandivew Group team
- Serves as a map for jumpstarting your financial plan
- Provides a reference point for your advisory team during future meetings, conversations and evaluations
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Step 2:
Your Grandview Plan™
A complete and comprehensive financial plan tailored specifically
for the expectations set forth in your Personal Vision Profile™.
- Generated by our team based on the personal and financial goals you envision
- Coordinates all aspects of your financial situation including investment, tax, estate, retirement planning, and insurance recommendations that best suit your current and future goals
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Step 3:
The 180-Day Perspective™
A twice-yearly review of your financial plan designed to evaluate
performance, life events and situations that require attention,
adjustment or just conversation.
- Continually monitoring the performance of your accounts
- Reviewing your Plan with you
- Making decisions based on your current financial situation
- Tracking progress via your Personal Vision Profile™
- Sharing your thoughts, goals, achievements, or any potential roadblocks with our team
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