George Financial Advisors is a California Registered Investment Adviser.
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5900 Butler Lane, Suite 130, Scotts Valley CA 95066  831-438-6000
Copyright © 2012 George Financial Advisors LLC All Rights Reserved.

Financial Planning Process



All financial planning services are provided on an hourly basis. In our initial 30 minute Get Acquainted Meeting (which is free of charge) we will define the scope of the services you require. Typically we will provide you a quote for performing these services during the meeting. If you are ready to start immediately, we may extend the meeting into a working session. The final plan will be presented in a meeting, with additional phone discussions and meetings in between depending on the scope of the engagement.

For a financial plan to succeed it must be a collaborative effort between you and us. While we will do the analysis and recommendations, we require your input and participation throughout the process. The more we are able to understand about you, the better we are able to develop a plan that works the best for you. In addition to financial data, we will work with you to clarify your goals, understand your views on risk, as well as your personal approach to money and finance.

For a more detailed understanding of our process and how we will work together please review our 7 Steps to Financial Success .

If you have a current financial issue, we provide financial problem solving and advice More

If you are thinking of the future, we provide a financial plan to prepare you to achieve your future dreams. More
It's not the plan that is important, it's the planning.
- Dr Graeme Edwards -