{"id":230,"date":"2020-11-24T22:19:23","date_gmt":"2020-11-24T22:19:23","guid":{"rendered":"http:\/\/gebawealth-stage.mypointclick.net\/?page_id=230"},"modified":"2025-01-28T15:03:38","modified_gmt":"2025-01-28T15:03:38","slug":"financial-planning","status":"publish","type":"page","link":"https:\/\/www.geba.com\/wealthmanagement\/services\/financial-planning\/","title":{"rendered":"Financial Planning"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"230\" class=\"elementor elementor-230\" data-elementor-post-type=\"page\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-7c0bec62 elementor-section-full_width elementor-section-height-default elementor-section-height-default\" data-id=\"7c0bec62\" 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-41efc147\" data-id=\"41efc147\" 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-11a6cc37 elementor-widget elementor-widget-text-editor\" data-id=\"11a6cc37\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t\n<p>We all have financial dreams \u2013 but dreams alone are not enough to get you there. A Financial Plan is the way to <a href=\"https:\/\/geba.com\/wealthmanagement\/why-geba\/our-financial-planning-process\/\">turn those dreams into goals<\/a> \u2013 and then lay out the steps necessary to achieve them.<\/p>\n\n<p>GEBA Wealth Management offers individual goal-focused planning services as well as comprehensive financial plans that address your entire financial situation.<\/p>\n\n<h2 class=\"wp-block-heading\">Goal-focused Financial Plans:<\/h2>\n\n<ul class=\"wp-block-list\">\n<li>General Portfolio Review<\/li>\n<li>Insurance Review<\/li>\n<li>College Planning<\/li>\n<li>Social Security Analysis<\/li>\n<li>Retirement Cash Flow Analysis<\/li>\n<li>Retirement Asset Distribution Strategy<\/li>\n<li>Estate Planning Review<\/li>\n<\/ul>\n\n<h2 class=\"wp-block-heading\">Comprehensive Financial Planning:<\/h2>\n\n<p>A Comprehensive Financial Plan covers your entire financial situation to ensure all the elements of your household\u2019s finances are working together to help you meet your long-term goals. Your Financial Advisor will meet with you to review your income and expenses, insurance coverage, retirement plans and assets, investment portfolio, outstanding debts, and other obligations, beneficiary designations and estate plan, and other financial components as needed.<\/p>\n\n<p>Read on to learn more about our <a href=\"https:\/\/geba.com\/wealthmanagement\/why-geba\/our-financial-planning-process\/\">Financial Planning Process<\/a>.\u00a0<\/p>\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-488eda2\" data-id=\"488eda2\" 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-59c61de elementor-widget elementor-widget-image\" data-id=\"59c61de\" 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=\"600\" height=\"400\" src=\"https:\/\/www.geba.com\/wealthmanagement\/wp-content\/uploads\/2020\/12\/financial-plan.jpg\" class=\"attachment-large size-large wp-image-566\" alt=\"Financial Plan\" srcset=\"https:\/\/www.geba.com\/wealthmanagement\/wp-content\/uploads\/2020\/12\/financial-plan.jpg 600w, https:\/\/www.geba.com\/wealthmanagement\/wp-content\/uploads\/2020\/12\/financial-plan-300x200.jpg 300w\" sizes=\"(max-width: 600px) 100vw, 600px\" \/>\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<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>We all have financial dreams \u2013 but dreams alone are not enough to get you there. A Financial Plan is the way to turn those dreams into goals \u2013 and then lay out the steps necessary to achieve them. GEBA Wealth Management offers individual goal-focused planning services as well as comprehensive financial plans that address [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":566,"parent":132,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-230","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>Goal-Based Financial Plan, GEBA Wealth Management<\/title>\n<meta name=\"description\" content=\"A goal-based Financial Plan is the way to turn financial dreams into goals \u2013 and then lay out the steps necessary to achieve them.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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