Guidepost Financial Planning utilizes a simple, yet powerful, 6-step Financial Planning Process. We tailor this process to meet each client’s objectives.
We have found that some combination of the following financial planning services meets the objectives of most clients:
- How much money do you need to accumulate before retirement?
- What kinds of investments will protect principal and offset inflation?
- What role does Social Security play?
- What is the most tax-efficient way to convert investments into an income stream?