The GFP Planning Process
We guide you through the GFP Process: a four-step framework built to support confident decisions, long-term planning, and lasting peace of mind.
first chat
We chat about what’s important to you and what your goals are. We’ll talk about your current situation and answer all questions that you have for us.
kickoff
You’ll share key financial details through our secure portal. This step gets everything organized and sets the foundation for planning.
planning
We build your custom financial plan, blending goals, income, and assets into a clear strategy that reflects your life, not just your numbers.
action
Together, we’ll review the details of your plan to ensure everything makes sense and you’re equipped to take the next steps toward your goals.
By the End, You’ll Have:
• A full overview of your financial situation.
• Strategic guidance across key life areas.
• Clarity and confidence to make smart decisions.
• A written, actionable roadmap aligned with your goals.
Unlimited Consultations
Throughout the GFP Process, you’ll never need to track calls or watch the clock. Consultations are unlimited, because getting your financial plan right takes thoughtful planning, not rushed conversations or extra fees.
Stay Connected & Informed Through Our Mobile App
We make it easy to stay in touch throughout the planning process with our secure mobile app.
Clients can:
• Communicate securely with us in one place.
• View all investment accounts together, in real time.
• Track net worth and monitor progress against their plan.
• Access their full financial plan anytime, anywhere.
Your finances don’t pause when life moves. With Global Fiduciary Partners, your plan and your advisor move with you.
The GFP Advisory Program
For clients who want a lasting partnership, Global Fiduciary Partners offers the Advisory Program. This long-term relationship is built on investment management and responsive guidance. We keep your investments aligned with your goals and your life.
You’ll have:
• Direct access to your Advisor.
• Priority consultations when it matters most.
• Ongoing financial guidance through major life events
Read more about The GFP Advisory Program.