Global Wealth Advisors
18170 Dallas Parkway
Suite 103
Dallas, TX 75287
FREE consultation appointment.
We look forward to speaking with you!
How We Can Help You
Like most people, you have hopes, dreams and life goals for yourself and your family. These might include buying/selling a home or business, saving for college education for your children, getting your estate planning in order, eliminating taxes and retiring comfortably.
How do you know if you could benefit from the services of a financial planner?
- You may not have the expertise, the time or the desire to actively plan and manage certain financial aspects of your life.
- You may want help getting started.
- You may benefit from an objective, third-party perspective on what are often emotional, difficult decisions.
In today’s hectic world, it can be beneficial just to have a financial planning expert help to make sure you stay focused and follow through with your financial plans.
Our Comprehensive Planning Process
Step 1 – Concept Interview
The first step is to get together and discuss your situation and our services in detail to help ensure that your financial profile fits what we do best.
There is no financial obligation at this meeting, which will take about one-hour.
We quote a fee to work with our clients on an annual basis, instead of hourly, so that they know up-front what the total cost will be and so that there is freedom for us to work through the planning process and for our clients to contact and meet with us.
Our fee is based upon the time and complexity anticipated with each client and is quoted in either the first or second step.
Step 2 – Engagement Proposal/Fact Finding
In this second meeting we will review the "Engagement Proposal" which outlines the work we will do together over the next 12 months. Most importantly, we will gather the necessary data to help ensure a thorough understanding of your situation.
Our goal in this meeting is to step into your financial shoes so we can begin to understand your thought processes.
In addition, we'll review your wills, trusts, life and disability insurance, investments and tax returns. This is also the time that we discuss your goals, views, attitudes and concerns.
Step 3 – Plan Design
Step three consists of identifying problems that are present in your current planning.
The full benefit of the planning process begins to become apparent in this step. Your financial picture will be completely developed and objectives will be set forth clearly.
Step 4 - Presentation
Step four entails the development of recommendations - specific strategies for implementation.
The key is to objectively allow "no stone to remain unturned," so that you know you are making the best possible solution for your situation.
All of our recommendations are made in writing in a logical progression of:
- Objectives
- Observations
- Recommendations
Step 5 – Implementation
This is where the "team" aspect of the planning process is fully realized, as we work with your other advisors to help ensure the strategies you decided to move ahead with are implemented.
In addition, should you choose, we will be working on your behalf to evaluate various investment options and products to help ensure they are right for each of your plan strategies. We are continually acting on your behalf as a "key to the marketplace", whether it is through coordinating tax and estate strategies or in the evaluation of specific financial products, to help minimize costs and maximize value.
We feel that it is only through this "maximization of value" that we can expect you to speak highly of our firm and confidently recommend our services to others.
Step 6 – Review and Service
Step six is the ongoing review process. At the end of each year we will review where we have come to date and what needs to be done on an ongoing basis.
The majority of our clients retain us annually because planning is a process that is always changing. Our renewal fee is typically 50%-75% of our then current planning fee.
Our Commitments To You
- We will listen to you and ask questions until we understand fully what is important to you and what you wish to accomplish.
- We will develop a comprehensive written financial plan and specific recommendations within three weeks of a data gathering meeting.
- We will provide you with an implementation schedule for these recommendations and assure you that every strategy you choose to implement is accomplished.
- We will coordinate your legal and tax work among your various advisors or refer you to attorneys and CPA’s.
- We will contact you quarterly to evaluate our progress and address your questions.
- All of our meetings will be summarized in writing and this summary will be sent to you within three days.
- We will return your phone calls within 24 hours.
- We will continually study financial markets in order to provide you with the most substantive and current information available.
- We will meet with you annually to adapt your plan to any life, business or financial changes that have occurred.
Your peace of mind will be our priority and we will put this priority ahead of all others.
Please be aware that Global Wealth Advisors has a portfolio minimum of $100,000 to accept inquiries through this directory.
