{"id":215,"date":"2020-11-24T22:11:07","date_gmt":"2020-11-24T22:11:07","guid":{"rendered":"http:\/\/gebawealth-stage.mypointclick.net\/?page_id=215"},"modified":"2025-01-28T14:49:52","modified_gmt":"2025-01-28T14:49:52","slug":"our-financial-planning-process","status":"publish","type":"page","link":"https:\/\/www.geba.com\/wealthmanagement\/why-geba\/our-financial-planning-process\/","title":{"rendered":"Our Financial Planning Process"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"215\" class=\"elementor elementor-215\" data-elementor-post-type=\"page\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-77673798 elementor-section-full_width elementor-section-height-default elementor-section-height-default\" data-id=\"77673798\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-5239c040\" data-id=\"5239c040\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-5372122f elementor-widget elementor-widget-text-editor\" data-id=\"5372122f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>We all have financial goals and dreams&#8211; but dreams alone are not enough to get you there. A financial plan that analyzes your situation, identifies goals, and creates detailed steps for attaining them is the most reliable way to achieve those dreams.<\/p>\n<p>GEBA Wealth Management offers a full array of financial planning services from specific goal-orientated plans to comprehensive financial plans that address a client&#8217;s entire financial situation.<\/p>\n<p><strong>Our Financial Planning Process<\/strong><\/p>\n<p>We&#8217;ll listen as you explain your financial needs, dreams and concerns. We will\u00a0discuss and recommend the scope of the plan that best addresses your needs, along with what you can expect\u00a0from the\u00a0financial planning process and fees that will apply.<\/p>\n<ul>\n<li>Next, we&#8217;ll gather information and analyze your financial situation&#8211; assets, liabilities, TSP and other investments, insurance, FERS\/CSRS retirement benefits, etc.<\/li>\n<li>We&#8217;ll help you set financial goals, review recommendations and alternatives with you, and develop a personalized plan with step-by-step recommendations for reaching your goals.<\/li>\n<li>We&#8217;ll assist you with implementing the plan.<\/li>\n<li>We&#8217;ll monitor the plan, check back with you periodically to review progress and challenges, and update the plan as needed.<\/li>\n<\/ul>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-f3bb31d\" data-id=\"f3bb31d\" data-element_type=\"column\" data-e-type=\"column\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-f41a76f elementor-widget elementor-widget-image\" data-id=\"f41a76f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"515\" height=\"549\" src=\"https:\/\/www.geba.com\/wealthmanagement\/wp-content\/uploads\/2020\/12\/geba_wm-financial-planning-process-graphic.jpg\" class=\"attachment-large size-large wp-image-485\" alt=\"GEBA Financial Planning Process Chart\" srcset=\"https:\/\/www.geba.com\/wealthmanagement\/wp-content\/uploads\/2020\/12\/geba_wm-financial-planning-process-graphic.jpg 515w, https:\/\/www.geba.com\/wealthmanagement\/wp-content\/uploads\/2020\/12\/geba_wm-financial-planning-process-graphic-281x300.jpg 281w\" sizes=\"(max-width: 515px) 100vw, 515px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-7fab95d elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"7fab95d\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-981372b\" data-id=\"981372b\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap\">\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>We all have financial goals and dreams&#8211; but dreams alone are not enough to get you there. A financial plan that analyzes your situation, identifies goals, and creates detailed steps for attaining them is the most reliable way to achieve those dreams. GEBA Wealth Management offers a full array of financial planning services from specific [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":488,"parent":16,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-215","page","type-page","status-publish","has-post-thumbnail","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.0 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Financial Planning Process, GEBA Wealth Management<\/title>\n<meta name=\"description\" content=\"GEBA Wealth Management offers financial planning services from goal-orientated plans to comprehensive financial plans.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.geba.com\/wealthmanagement\/why-geba\/our-financial-planning-process\/\" \/>\n<meta property=\"og:locale\" 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