Financial Planning

Why Financial Planning is Important

We believe financial planning is the core service we provide to our clients and think it's essential for anyone who wishes to accomplish their specific financial objectives. Whether it’s making sure your children’s education is well funded, ensuring a smooth and stress-free retirement, or leaving a legacy for your loved ones; all these seemingly disparate components come together under a unified financial plan.

What We Can Do For You

At Glownia Financial Group, our Financial Planning services include:

  • Discovering You: The only way that we can deliver the full value of our service is by understanding what is most important to you and your family. We want to discover more about you, and likewise, we want you to understand the value proposition we can offer.
     
  • Holistic Planning: Through our detailed process, we’ll create a set of personalized, holistic plans – for the short, intermediate and long-term – that strive to help fulfil your overall financial strategy. 
     
  • Implementation: Now that the plans are in place, we can walk you through the process of implementing them. We aim to make investment decisions that align with your objectives, choose the right insurance plan, pursue your retirement goals, or help to create an Estate Plan that preserves your legacy. 
     
  • Frequent Reviewing and Monitoring: Through frequent monitoring and reviews, we’ll make modifications to the strategy as needed. At Glownia Financial Group, we understand life changes, and your financial plan should adjust accordingly.